Org Wealth Partners, LLC Ishares Global Reit ETF Transaction History
Org Wealth Partners, LLC
- $139 Million
- Q4 2024
A detailed history of Org Wealth Partners, LLC transactions in Ishares Global Reit ETF stock. As of the latest transaction made, Org Wealth Partners, LLC holds 5,050 shares of REET stock, worth $123,977. This represents 0.09% of its overall portfolio holdings.
Number of Shares
5,050
Previous 5,050
-0.0%
Holding current value
$123,977
Previous $135 Million
99.91%
% of portfolio
0.09%
Previous 0.04%
Shares
1 transactions
Others Institutions Holding REET
# of Institutions
299Shares Held
75.6MCall Options Held
32.7KPut Options Held
13.7K-
Valmark Advisers, Inc.5.65MShares$139 Million2.12% of portfolio
-
Black Rock Inc. New York, NY5.38MShares$132 Million0.0% of portfolio
-
Northwestern Mutual Wealth Management CO4.81MShares$118 Million0.11% of portfolio
-
Hsbc Holdings PLC London, X04.2MShares$103 Million0.07% of portfolio
-
M&T Bank Corp3.96MShares$97.3 Million0.35% of portfolio