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
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
903
New
$42.59 - $60.56 $38.5K - $54.7K
903 $45.6M
NEE
Nextera Energy Inc

Utilities
529
New
$69.9 - $84.97 $37K - $44.9K
529 $44.7M
PEP
Pepsico Inc

Consumer Defensive
260
New
$161.9 - $179.3 $42.1K - $46.6K
260 $44.4M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
449
New
$90.87 - $102.43 $40.8K - $46K
449 $44.4M
HAL
Halliburton CO

Energy
1.52K
New
$27.81 - $36.44 $42.1K - $55.2K
1.52K $44M
DDOG
Datadog, Inc.

Technology
382
New
$104.97 - $134.56 $40.1K - $51.4K
382 $44M
APP
App Lovin Corp

Technology
324
New
$67.14 - $130.65 $21.8K - $42.3K
324 $42.3M
EVVTY
Evolution Ab American Deposita

Consumer Cyclical
429
New
$91.89 - $111.07 $39.4K - $47.6K
429 $42.1M
SCHW
Schwab Charles Corp

Financial Services
637
New
$61.74 - $76.08 $39.3K - $48.5K
637 $41.3M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
869
New
$44.66 - $49.15 $38.8K - $42.7K
869 $41M
VST
Vistra Corp.

Utilities
334
New
$69.0 - $119.06 $23K - $39.8K
334 $39.6M
MCK
Mckesson Corp

Healthcare
80
New
$479.06 - $630.38 $38.3K - $50.4K
80 $39.6M
QTEC
First Trust Nasdaq 100 Technol

ETFs
203
New
$169.92 - $205.38 $34.5K - $41.7K
203 $38.8M
KMB
Kimberly Clark Corp

Consumer Defensive
271
New
$135.05 - $148.35 $36.6K - $40.2K
271 $38.7M
EFA
Ishares Tr Msci Eafe ETF

ETFs
461
New
$75.32 - $84.37 $34.7K - $38.9K
461 $38.6M
NICE
Nice Ltd.

Technology
216
New
$154.95 - $184.96 $33.5K - $40K
216 $37.5M
BUCK
Simplify Exchange Traded Fds S
1.52K
New
N/A
1.52K $37.4M
AAON
Aaon, Inc.

Industrials
342
New
$83.58 - $107.82 $28.6K - $36.9K
342 $36.9M
HPQ
Hp Inc

Technology
1.03K
New
$32.02 - $38.11 $32.9K - $39.1K
1.03K $36.8M
VRT
Vertiv Holdings CO

Industrials
366
New
$86.66 - $86.66 $31.7K - $31.7K
366 $36.4M
DVY
Ishares Tr

ETFs
264
New
$119.99 - $135.74 $31.7K - $35.8K
264 $35.7M
AMCR
Amcor PLC

Consumer Cyclical
3.12K
New
$9.5 - $11.44 $29.6K - $35.6K
3.12K $35.3M
TLT
Ishares Barclays 20+ Year Trea

ETFs
357
New
$89.91 - $101.33 $32.1K - $36.2K
357 $35M
WSM
Williams Sonoma Inc

Consumer Cyclical
220
New
$128.47 - $280.94 $28.3K - $61.8K
220 $34.1M
BMY
Bristol Myers Squibb CO

Healthcare
652
New
$39.66 - $51.75 $25.9K - $33.7K
652 $33.7M
EVR
Evercore Inc.

Financial Services
132
New
$211.0 - $258.67 $27.9K - $34.1K
132 $33.4M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
624
New
$48.51 - $52.86 $30.3K - $33K
624 $33M
HOOD
Robinhood Markets, Inc.

Technology
1.4K
New
$16.42 - $24.63 $23K - $34.5K
1.4K $32.8M
EME
Emcor Group, Inc.

Industrials
76
New
$340.22 - $435.6 $25.9K - $33.1K
76 $32.7M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
483
New
$60.84 - $67.51 $29.4K - $32.6K
483 $32.6M
WAL
Western Alliance Bancorporation

Financial Services
376
New
$61.15 - $88.41 $23K - $33.2K
376 $32.5M
COIN
Coinbase Global, Inc.

Technology
181
New
$147.09 - $265.15 $26.6K - $48K
181 $32.2M
CSL
Carlisle Companies Inc

Industrials
71
New
$376.5 - $449.34 $26.7K - $31.9K
71 $31.9M
Smurfit Westrock PLC F
641
New
N/A
641 $31.7M
OWL
Blue Owl Capital Inc.

Financial Services
1.63K
New
$15.81 - $19.83 $25.8K - $32.4K
1.63K $31.6M
IWF
Ishares Russell 1000 Gr ETF

ETFs
83
New
$332.02 - $382.76 $27.6K - $31.8K
83 $31.2M
KKR
Kkr & Co. Inc.

Financial Services
236
New
$104.51 - $133.23 $24.7K - $31.4K
236 $30.8M
AZEK
Azek CO Inc.

Industrials
658
New
$36.81 - $46.9 $24.2K - $30.9K
658 $30.8M
PSTG
Pure Storage, Inc.

Technology
609
New
$45.73 - $67.71 $27.8K - $41.2K
609 $30.6M
CNM
Core & Main, Inc.

Industrials
688
New
$38.0 - $54.22 $26.1K - $37.3K
688 $30.5M
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
146
New
$194.69 - $239.18 $28.4K - $34.9K
146 $30.5M
THC
Tenet Healthcare Corp

Healthcare
182
New
$129.27 - $168.03 $23.5K - $30.6K
182 $30.2M
VOOV
Vanguard S&P 500 Value ETF

ETFs
158
New
$175.0 - $190.72 $27.7K - $30.1K
158 $30.1M
Crane CO
190
New
N/A
190 $30.1M
TNDM
Tandem Diabetes Care Inc

Healthcare
704
New
$35.21 - $47.3 $24.8K - $33.3K
704 $29.9M
GDDY
Go Daddy Inc.

Technology
190
New
$141.41 - $167.41 $26.9K - $31.8K
190 $29.8M
KEX
Kirby Corp

Industrials
243
New
$107.57 - $129.59 $26.1K - $31.5K
243 $29.7M
RNR
Renaissancere Holdings LTD

Financial Services
109
New
$211.47 - $272.21 $23.1K - $29.7K
109 $29.7M
TW
Tradeweb Markets Inc.

Financial Services
239
New
$104.25 - $123.67 $24.9K - $29.6K
239 $29.6M
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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