Org Wealth Partners, LLC Ishares Tr Transaction History
Org Wealth Partners, LLC
- $139 Million
- Q4 2024
A detailed history of Org Wealth Partners, LLC transactions in Ishares Tr stock. As of the latest transaction made, Org Wealth Partners, LLC holds 17,200 shares of MBB stock, worth $1.59 Million. This represents 1.14% of its overall portfolio holdings.
Number of Shares
17,200
Previous 17,369
0.97%
Holding current value
$1.59 Million
Previous $1.66 Billion
99.91%
% of portfolio
1.14%
Previous 0.55%
Shares
2 transactions
Others Institutions Holding MBB
# of Institutions
953Shares Held
328MCall Options Held
152KPut Options Held
48.5K-
Bank Of America Corp Charlotte, NC74.2MShares$6.84 Billion0.6% of portfolio
-
Jpmorgan Chase & CO New York, NY34.7MShares$3.2 Billion0.27% of portfolio
-
Envestnet Asset Management Inc27.4MShares$2.53 Billion0.87% of portfolio
-
Lpl Financial LLC Fort Mill, SC19.2MShares$1.77 Billion0.84% of portfolio
-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa18.3MShares$1.68 Billion0.72% of portfolio