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  Name: Core Wealth Management Inc.
  City: Jupiter
  State: FL
  Zip: 33458
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $230,554,000
  Total Value Change : $21,119,000
  Securities Held Change : 2
   
All Securities Held : 23
  New Positions : 3
  Closed Positions : 1
  Increased Positions : 13
  Unchanged Positions : 4
  Decreased Positions : 3

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Holdings Found : 1     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
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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
   (AGG)1 Year Chart         AGG iShares Barclays Agency Bond 24 Closed $97.92 $0 0 0% -9,498,000 -95,694 0    Closed - End Fund - E...
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