Org Wealth Partners, LLC Spdr Ser Tr S&P 1500 Momentum Transaction History
Org Wealth Partners, LLC
- $233 Million
- Q2 2025
A detailed history of Org Wealth Partners, LLC transactions in Spdr Ser Tr S&P 1500 Momentum stock. As of the latest transaction made, Org Wealth Partners, LLC holds 45 shares of MMTM stock, worth $12,351. This represents 0.0% of its overall portfolio holdings.
Number of Shares
45
Previous 45
-0.0%
Holding current value
$12,351
Previous $10,000
10.0%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding MMTM
# of Institutions
40Shares Held
322KCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC88.6KShares$24.3 Million0.01% of portfolio
-
Baltimore Washington Financial Advisors, Inc.64.4KShares$17.7 Million0.84% of portfolio
-
Steward Partners Investment Advisory, LLC23.7KShares$6.5 Million0.05% of portfolio
-
Morgan Stanley New York, NY23.5KShares$6.44 Million0.0% of portfolio
-
Professional Financial Advisors, LLC19KShares$5.21 Million1.2% of portfolio