Org Wealth Partners, LLC Spdr Ser Tr S&P 1500 Momentum Transaction History
Org Wealth Partners, LLC
- $139 Million
- Q4 2024
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 $11,962. This represents 0.01% of its overall portfolio holdings.
Number of Shares
45
Previous 57
21.05%
Holding current value
$11,962
Previous $14.4 Million
99.92%
% of portfolio
0.01%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding MMTM
# of Institutions
38Shares Held
327KCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC132KShares$35.1 Million0.01% of portfolio
-
Baltimore Washington Financial Advisors, Inc.59.3KShares$15.8 Million0.83% of portfolio
-
Morgan Stanley New York, NY19.9KShares$5.29 Million0.0% of portfolio
-
Professional Financial Advisors, LLC18.4KShares$4.9 Million1.26% of portfolio
-
Steward Partners Investment Advisory, LLC17.2KShares$4.58 Million0.04% of portfolio