Org Wealth Partners, LLC Purchases in Q3 2024

Org Wealth Partners, LLC

  • $301 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
STX
Seagate Technology Holdings PLC

Technology
806
New
$92.1 - $110.76 $74.2K - $89.3K
806 $88.3M
SOXX
Ishares Semiconductor ETF

ETFs
375
New
$199.29 - $265.49 $74.7K - $99.6K
375 $86.7M
HTHIY
Hitachi LTD Adr (10 Com)New

Industrials
1.63K
New
$40.0 - $232.64 $65.2K - $379K
1.63K $86.4M
IR
Ingersoll Rand Inc.

Industrials
869
New
$86.9 - $100.4 $75.5K - $87.2K
869 $85.3M
KOF
Coca Cola Femsa Sab De Cv

Consumer Defensive
958
New
$81.14 - $92.39 $77.7K - $88.5K
958 $85M
GS
Goldman Sachs Group Inc

Financial Services
171
New
$459.02 - $510.25 $78.5K - $87.3K
171 $84.7M
TNA
Direxion Daily Small Cap Bull

ETFs
1.9K
New
$34.86 - $49.09 $66.4K - $93.5K
1.9K $84.4M
FANG
Diamondback Energy, Inc.

Energy
487
New
$168.46 - $210.94 $82K - $103K
487 $84M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
1.4K
New
$54.38 - $59.77 $76.3K - $83.9K
1.4K $83.1M
CFG
Citizens Financial Group Inc

Financial Services
2.02K
New
$35.24 - $43.24 $71.3K - $87.4K
2.02K $83M
WFC
Wells Fargo & Company

Financial Services
1.43K
New
$51.58 - $60.97 $73.8K - $87.2K
1.43K $80.8M
PRU
Prudential Financial Inc

Financial Services
667
New
$105.53 - $127.32 $70.4K - $84.9K
667 $80.8M
NWS
News Corp New Cl B Com Stk (De

Communication Services
2.86K
New
$26.33 - $29.43 $75.4K - $84.3K
2.86K $80M
C
Citigroup Inc

Financial Services
1.27K
New
$56.11 - $67.61 $71.3K - $85.9K
1.27K $79.6M
BAC
Bank Of America Corp

Financial Services
2K
New
$36.65 - $44.13 $73.4K - $88.4K
2K $79.5M
NWSA
News Corp

Communication Services
2.96K
New
$25.41 - $28.44 $75.2K - $84.2K
2.96K $78.8M
MPC
Marathon Petroleum Corp

Energy
469
New
$158.61 - $180.75 $74.4K - $84.8K
469 $76.4M
PSX
Phillips 66

Energy
569
New
$125.0 - $147.17 $71.1K - $83.7K
569 $74.8M
COP
Conocophillips

Energy
694
New
$102.3 - $116.61 $71K - $80.9K
694 $73.1M
WMG
Warner Music Group Corp.

Communication Services
2.33K
New
$27.51 - $32.17 $64.2K - $75K
2.33K $73M
EMLP
First Tr Exchange Traded Iv

ETFs
2.15K
New
$30.38 - $34.0 $65.2K - $72.9K
2.15K $72.1M
T
At&T Inc.

Communication Services
3.25K
New
$18.21 - $22.28 $59.2K - $72.5K
3.25K $71.5M
PSLV
Sprott Physical Silver Trust

Financial Services
6.69K
New
$9.17 - $10.84 $61.3K - $72.5K
6.69K $69.9M
BITO
Proshares Tr Bitcoin Strategy

ETFs
3.61K
New
$16.19 - $23.88 $58.4K - $86.1K
3.61K $69.2M
TRV
Travelers Companies, Inc.

Financial Services
292
New
$201.87 - $242.35 $58.9K - $70.8K
292 $68.4M
RTO
Rentokil Initial PLC

Industrials
2.71K
New
$24.2 - $32.96 $65.6K - $89.4K
2.71K $67.6M
IVW
Ishares S&P 500 Growth ETF

ETFs
691
New
$84.77 - $97.13 $58.6K - $67.1K
691 $66.2M
PLTR
Palantir Technologies Inc.

Technology
1.75K
New
$24.09 - $37.95 $42.1K - $66.3K
1.75K $65M
ISRG
Intuitive Surgical Inc

Healthcare
132
New
$416.14 - $494.01 $54.9K - $65.2K
132 $64.8M
RYTM
Rhythm Pharmaceuticals, Inc.

Healthcare
1.21K
New
$40.81 - $55.0 $49.2K - $66.3K
1.21K $63.2M
NSC
Norfolk Southern Corp

Industrials
253
New
$213.75 - $259.69 $54.1K - $65.7K
253 $63.1M
XLK
Technology Sector Spdr

ETFs
268
New
$197.34 - $237.68 $52.9K - $63.7K
268 $60.5M
LUMN
Lumen Technologies, Inc.

Communication Services
8.37K
New
$1.03 - $7.28 $8.62K - $61K
8.37K $59.4M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
642
New
$91.42 - $91.82 $58.7K - $58.9K
642 $58.9M
CSCO
Cisco Systems, Inc.

Technology
1.09K
New
$44.74 - $53.22 $48.6K - $57.9K
1.09K $57.9M
KO
Coca Cola CO

Consumer Defensive
800
New
$62.69 - $73.01 $50.2K - $58.4K
800 $57.5M
DG
Dollar General Corp

Consumer Defensive
673
New
$80.41 - $132.42 $54.1K - $89.1K
673 $56.9M
KBA
Kraneshares Bosera Msci China

ETFs
2.13K
New
$20.7 - $25.93 $44K - $55.2K
2.13K $55.2M
DE
Deere & CO

Industrials
132
New
$344.84 - $418.0 $45.5K - $55.2K
132 $55.1M
Fs Specialty Lending Fun
15.8K
New
N/A
15.8K $54.9M
UPRO
Proshares Trust Proshares Ultr

ETFs
631
New
$64.53 - $86.19 $40.7K - $54.4K
631 $54.4M
LMT
Lockheed Martin Corp

Industrials
92
New
$460.3 - $584.56 $42.3K - $53.8K
92 $53.8M
TGTX
Tg Therapeutics, Inc.

Healthcare
2.25K
New
$17.21 - $25.28 $38.8K - $56.9K
2.25K $52.7M
LNG
Cheniere Energy, Inc.

Energy
292
New
$172.24 - $186.09 $50.3K - $54.3K
292 $52.5M
RTX
Raytheon Technologies Corp

Industrials
416
New
$99.55 - $123.34 $41.4K - $51.3K
416 $50.4M
IBN
Icici Bank LTD

Financial Services
1.66K
New
$27.58 - $31.38 $45.8K - $52.1K
1.66K $49.6M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
1.24K
New
$33.89 - $41.64 $42.1K - $51.8K
1.24K $49.5M
KURE
Kraneshares Tr Msci All China

ETFs
2.92K
New
$12.97 - $16.71 $37.8K - $48.7K
2.92K $48.7M
GLD
Spdr Gold Trust

ETFs
191
New
$215.56 - $246.98 $41.2K - $47.2K
191 $46.4M
Activity Summary
Buys All Purchases 481 New Holdings 481 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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