Org Partners LLC Incresed Positions in Q4 2024

Org Partners LLC

  • $689 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
WFCPRY
Wells Fargo & CO New
1.9K
+ 7307.69%
N/A
1.93K $0
Encore Energy Corp F
1.35K
+ 207.69%
N/A
2K $0
WFCPRC
Wells Fargo & CO New Dep Shs R
1K
+ 171.23%
N/A
1.58K $0
Yieldmax Tsla Opt Incm
2.07K
+ 348.23%
N/A
2.66K $0
REZI
Resideo Technologies, Inc.

Industrials
10
+ 13.33%
$19.3 - $27.75 $193 - $278
85 $1K
COFPRJ
Capital One Finl Cor
18.1K
+ 68.05%
N/A
44.7K $0
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
4
+ 0.96%
$47.58 - $48.56 $190 - $194
421 $20K
CUBIPRF
Customers Bancorp Inc Per Pfd
13.9K
+ 141.33%
N/A
23.7K $0
AOA
Ishares Tr Core Aggressive All

ETFs
7
+ 3.17%
$76.61 - $79.88 $536 - $559
228 $17K
Sila Rlty Tr Inc
31
+ 1.04%
N/A
3.01K $0
APA
Apa Corp

Energy
1
+ 0.96%
$20.47 - $27.07 $20.5 - $27.1
105 $2K
Kraneshares 90 Kweb
1
+ 3.33%
N/A
31 $0
OXY
Occidental Petroleum Corp

Energy
1
+ 0.34%
$45.36 - $55.91 $45.4 - $55.9
291 $14K
MAXI
Simplify Exc Traded Fds Bitcoi
14
+ 26.92%
N/A
66 $0
SMMV
Ishares Msci Usa Small Cap Min

ETFs
3
+ 0.57%
$40.26 - $44.35 $121 - $133
528 $21K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
60
+ 5.83%
$46.33 - $48.6 $2.78K - $2.92K
1.09K $50K
Simplify Mbs ETF
3
+ 0.88%
N/A
345 $0
JHMM
John Hancock Multifactor Mid C

ETFs
5
+ 0.6%
$59.61 - $64.8 $298 - $324
841 $50K
Fs Specialty Lending Fun
44.5K
+ 979.87%
N/A
49K $0
Fs Specialty Lending Fun
87.5K
+ 907.72%
N/A
97.2K $0
Cannabusiness Group Inc
10K
+ 71.55%
N/A
24K $0
Stepstone Private Market
218
+ 0.77%
N/A
28.5K $0
Pacific Oak Strategic Op
12.7K
+ 263.67%
N/A
17.5K $0
Flowstone Opportunity Fu
1.29K
+ 3.82%
N/A
35K $0
Altaba Inc Xxx
20
+ 60.61%
N/A
53 $0
Hines Global Income Trust Inc Shs Cl I
2.44K
+ 1.38%
N/A
179K $0
Northstar Healthcare Inc
20.3K
+ 556.7%
N/A
23.9K $0
ORCL
Oracle Corp

Technology
130
+ 2.21%
$165.41 - $192.43 $21.5K - $25K
6.01K $1M
Volt Lithium Corp F
125K
+ 100.0%
N/A
250K $0
SHYG
Ishares 0 5 Year High Yield CO

ETFs
4
+ 2.11%
$42.33 - $43.3 $169 - $173
194 $8K
TRP
Tc Energy Corp

Energy
5
+ 3.23%
$44.03 - $50.23 $220 - $251
160 $7K
NAT
Nordic American Tankers LTD

Industrials
15
+ 3.98%
N/A
392 $1K
Us Treasury 6 Month Bill
3
+ 0.67%
N/A
454 $0
Tidal Tr Ii Blueprint Chesapeake Multi Asset Trend ETF
1.03K
+ 6.16%
N/A
17.7K $0
Tidal Tr Ii Return Stacked U S Stks & Managed Futures ETF
13.4K
+ 24405.45%
N/A
13.5K $0
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
4
+ 0.9%
$50.62 - $50.97 $202 - $204
449 $22K
JUCY
ETF Ser Solutions Aptus Enhanc
28.4K
+ 5.66%
N/A
530K $0
Kraneshs Int And Call
6
+ 13.64%
N/A
50 $0
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
3
+ 0.55%
N/A
547 $17K
GTX
Garrett Motion Inc.

Consumer Cyclical
6
+ 13.33%
$7.34 - $9.6 $44 - $57.6
51 $0
VONV
Vanguard Russell 1000 Value Et

ETFs
1
+ 3.23%
$80.87 - $87.69 $80.9 - $87.7
32 $2K
Chimera Invt Corp
1
+ 1.52%
N/A
67 $0
TPRC
At&T Inc Dep Shs Repstg 1/1000
500
+ 50.0%
N/A
1.5K $0
Polen Capital Intl Grw
136
+ 1.56%
N/A
8.88K $0
SJNK
Spdr Bloomberg Short Term High

ETFs
4
+ 2.44%
$25.09 - $25.69 $100 - $103
168 $4K
Return Stackd Us Stk
18
+ 30.0%
N/A
78 $0
XUSP
Innovator Etfs Tr Uncapped Acc
29
+ 116.0%
N/A
54 $0
Vaneck Commodity
3.54K
+ 12.16%
N/A
32.7K $0
MET
Metlife Inc

Financial Services
2
+ 0.62%
$78.15 - $88.25 $156 - $177
324 $26K
Activity Summary
Buys All Purchases 650 New Holdings 226 Increased Positions 424 Sells All Sells 245 Reductions 241 Sold out 4 Options Calls 0 Puts 0
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