Org Wealth Partners, LLC Ishares Tr Mtg Real Estate ETF Transaction History
Org Wealth Partners, LLC
- $139 Million
- Q4 2024
A detailed history of Org Wealth Partners, LLC transactions in Ishares Tr Mtg Real Estate ETF stock. As of the latest transaction made, Org Wealth Partners, LLC holds 589 shares of REM stock, worth $12,268. This represents 0.01% of its overall portfolio holdings.
Number of Shares
589
Previous 589
-0.0%
Holding current value
$12,268
Previous $14 Million
99.91%
% of portfolio
0.01%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding REM
# of Institutions
141Shares Held
9.4MCall Options Held
98KPut Options Held
440K-
Morgan Stanley New York, NY1.27MShares$26.5 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA833KShares$17.4 Million0.0% of portfolio
-
Wny Asset Management, LLC Williamsville, NY830KShares$17.3 Million2.38% of portfolio
-
Bank Of America Corp Charlotte, NC614KShares$12.8 Million0.0% of portfolio
-
Envestnet Asset Management Inc454KShares$9.46 Million0.0% of portfolio