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Name: |
Core Wealth Management Inc. |
City: |
Jupiter |
State: |
FL |
Zip: |
33458 |
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Holdings
Found :
3 |
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Ticker |
Company Name |
Position Rank |
New/Closed Postion |
Last Close |
Value |
Shares Held |
% of Portfolio |
Value Change |
Change In Shares Held |
% of Company |
Industry |
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DUSB |
Dimensional Ultrashort Fixe... |
10 |
New |
$0.00 |
$709,000 |
14,016 |
0.31% |
709,000 |
14,016 |
0.156 |
N/A |
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PG |
Procter & Gamble Co |
19 |
New |
$168.56 |
$228,000 |
1,404 |
0.1% |
228,000 |
1,404 |
0 |
Cleaning Products |
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AMZN |
Amazon.com Inc |
20 |
New |
$182.81 |
$225,000 |
1,250 |
0.1% |
225,000 |
1,250 |
0 |
Internet Software & S... |
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