Org Wealth Partners, LLC Spdr Ser Tr S&P 1500 Momentum Transaction History
Org Wealth Partners, LLC
- $269 Million
- Q3 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 $12,871. This represents 0.0% of its overall portfolio holdings.
Number of Shares
45
Previous 45
-0.0%
Holding current value
$12,871
Previous $11,000
9.09%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding MMTM
# of Institutions
41Shares Held
324KCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC91KShares$26 Million0.01% of portfolio
-
Baltimore Washington Financial Advisors, Inc.67.8KShares$19.4 Million0.89% of portfolio
-
Morgan Stanley New York, NY24.9KShares$7.13 Million0.0% of portfolio
-
Steward Partners Investment Advisory, LLC23.9KShares$6.84 Million0.04% of portfolio
-
Professional Financial Advisors, LLC19.7KShares$5.63 Million1.21% of portfolio