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
FTI
Technip Fmc PLC

Energy
1.13K
New
$23.46 - $29.5 $26.4K - $33.2K
1.13K $29.5M
CRBG
Corebridge Financial, Inc.

Financial Services
1.01K
New
$24.9 - $30.12 $25K - $30.3K
1.01K $29.3M
PPC
Pilgrims Pride Corp

Consumer Defensive
635
New
$37.92 - $46.58 $24.1K - $29.6K
635 $29.2M
NVT
N Vent Electric PLC

Industrials
416
New
$60.72 - $81.19 $25.3K - $33.8K
416 $29.2M
XLE
Energy Sector Spdr

ETFs
331
New
$84.35 - $93.39 $27.9K - $30.9K
331 $29.1M
ELAN
Elanco Animal Health Inc

Healthcare
1.98K
New
$11.85 - $15.47 $23.5K - $30.7K
1.98K $29.1M
FRPT
Freshpet, Inc.

Consumer Defensive
212
New
$115.58 - $142.2 $24.5K - $30.1K
212 $29M
AFRM
Affirm Holdings, Inc.

Technology
701
New
$24.12 - $44.98 $16.9K - $31.5K
701 $28.6M
KD
Kyndryl Holdings, Inc.

Technology
1.24K
New
$21.78 - $27.63 $27.1K - $34.4K
1.24K $28.6M
ZION
Zions Bancorporation, National Association

Financial Services
597
New
$42.49 - $52.53 $25.4K - $31.4K
597 $28.2M
GPS
Gap Inc

Consumer Cyclical
1.25K
New
$19.42 - $24.62 $24.2K - $30.7K
1.25K $27.5M
NTNX
Nutanix, Inc.

Technology
456
New
$46.0 - $63.19 $21K - $28.8K
456 $27M
XLU
Utilities Sector Spdr

ETFs
330
New
$67.67 - $80.78 $22.3K - $26.7K
330 $26.7M
KNSL
Kinsale Capital Group, Inc.

Financial Services
55
New
$370.41 - $491.09 $20.4K - $27K
55 $25.6M
XPO
Xpo Logistics, Inc.

Industrials
237
New
$101.15 - $125.11 $24K - $29.7K
237 $25.5M
XLP
Consumer Staples Sector Spdr

ETFs
305
New
$76.04 - $76.04 $23.2K - $23.2K
305 $25.3M
SVOL
Simplify ETF Simplify Volatili

ETFs
1.13K
New
$20.05 - $22.81 $22.7K - $25.8K
1.13K $24.9M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
851
New
$27.8 - $29.26 $23.7K - $24.9K
851 $24.7M
BALL
Ball Corp

Consumer Cyclical
358
New
$58.86 - $67.91 $21.1K - $24.3K
358 $24.3M
WMB
Williams Companies, Inc.

Energy
531
New
$41.24 - $46.22 $21.9K - $24.5K
531 $24.2M
CYBR
Cyber Ark Software Ltd.

Technology
82
New
$241.52 - $291.61 $19.8K - $23.9K
82 $23.9M
VONG
Vanguard Russell 1000 Growth E

ETFs
243
New
$85.48 - $98.39 $20.8K - $23.9K
243 $23.5M
VGSH
Vanguard

ETFs
395
New
$57.74 - $59.13 $22.8K - $23.4K
395 $23.3M
NUV
Nuveen Municipal Value Fund Inc

Financial Services
2.48K
New
$8.59 - $9.07 $21.3K - $22.4K
2.48K $22.3M
IXN
Ishares Global Information Tec

ETFs
266
New
$73.0 - $87.81 $19.4K - $23.4K
266 $22M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
832
New
$24.86 - $26.33 $20.7K - $21.9K
832 $21.7M
CCJ
Cameco Corp

Energy
446
New
$36.9 - $53.72 $16.5K - $24K
446 $21.3M
PHYS
Sprott Physical Gold Trust

Financial Services
1.04K
New
$18.12 - $20.72 $18.8K - $21.5K
1.04K $21.2M
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
795
New
$25.19 - $26.39 $20K - $21K
795 $20.9M
HPE
Hewlett Packard Enterprise CO

Technology
992
New
$16.1 - $21.44 $16K - $21.3K
992 $20.3M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
340
New
$53.41 - $57.9 $18.2K - $19.7K
340 $19.7M
SPTL
Spdr Portfolio Long Term Treas

ETFs
668
New
$26.69 - $29.87 $17.8K - $20K
668 $19.4M
CCI
Crown Castle International Corp

Real Estate
158
New
$95.29 - $120.24 $15.1K - $19K
158 $18.7M
Kenvue Inc
806
New
N/A
806 $18.6M
EVN
Eaton Vance Municipal Income Trust

Financial Services
1.67K
New
$10.28 - $11.24 $17.2K - $18.8K
1.67K $18.3M
NAD
Nuveen Quality Municipal Income Fund

Financial Services
1.47K
New
$11.72 - $12.38 $17.2K - $18.2K
1.47K $18.2M
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
1.52K
New
$11.31 - $11.96 $17.1K - $18.1K
1.52K $18.1M
MHF
Western Asset Municipal High Income Fund Inc.

Financial Services
2.51K
New
$6.85 - $6.85 $17.2K - $17.2K
2.51K $18.1M
XLG
Invesco Exchange Traded Fd Tr

ETFs
381
New
$42.54 - $47.97 $16.2K - $18.3K
381 $18.1M
IQI
Invesco Quality Municipal Income Trust

Financial Services
1.72K
New
$9.86 - $10.44 $16.9K - $17.9K
1.72K $17.9M
AAL
American Airlines Group Inc.

Industrials
1.59K
New
$11.04 - $11.04 $17.6K - $17.6K
1.59K $17.9M
PMM
Putnam Managed Municipal Income Trust

Financial Services
2.75K
New
$6.14 - $6.58 $16.9K - $18.1K
2.75K $17.9M
MMU
Western Asset Managed Municipals Fund Inc.

Financial Services
1.63K
New
$10.24 - $10.96 $16.7K - $17.8K
1.63K $17.6M
EIM
Eaton Vance Municipal Bond Fund

Financial Services
1.63K
New
$10.21 - $10.93 $16.7K - $17.8K
1.63K $17.6M
KCCA
Kraneshares California Carbon
814
New
N/A
814 $17.6M
MMM
3 M CO

Industrials
121
New
$99.69 - $139.42 $12.1K - $16.9K
121 $16.5M
EOG
Eog Resources Inc

Energy
133
New
$117.9 - $132.65 $15.7K - $17.6K
133 $16.3M
IONS
Ionis Pharmaceuticals Inc

Healthcare
400
New
$40.06 - $51.86 $16K - $20.7K
400 $16M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
105
New
$125.95 - $142.04 $13.2K - $14.9K
105 $14.9M
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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