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 $13,723. This represents 0.01% of its overall portfolio holdings.
Number of Shares
589
Previous 589
-0.0%
Holding current value
$13,723
Previous $14 Million
99.91%
% of portfolio
0.01%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding REM
# of Institutions
136Shares Held
8.67MCall Options Held
116KPut Options Held
550K-
Wells Fargo & Company San Francisco, CA1.09MShares$25.4 Million0.01% of portfolio
-
Wny Asset Management, LLC Williamsville, NY830KShares$19.3 Million2.38% of portfolio
-
Morgan Stanley New York, NY759KShares$17.7 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC509KShares$11.9 Million0.0% of portfolio
-
Envestnet Asset Management Inc479KShares$11.2 Million0.0% of portfolio