Org Wealth Partners, LLC Ishares Short Term National Mu Transaction History

Org Wealth Partners, LLC

$301 Billion
Q3 2024

A detailed history of Org Wealth Partners, LLC transactions in Ishares Short Term National Mu stock. As of the latest transaction made, Org Wealth Partners, LLC holds 2,666 shares of SUB stock, worth $282,356. This represents 0.09% of its overall portfolio holdings.

Number of Shares

2,666

Holding current value

$282,356

% of portfolio

0.09%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 11, 2024	BUY	$104.3 - $106.3 $278,063 - $283,395	2,666 New	2,666 $283 Million

Others Institutions Holding SUB

# of Institutions

813

Shares Held

68.5M

Call Options Held

Put Options Held

Bank Of America Corp Charlotte, NC

6.99M
Shares

$740 Million
0.07% of portfolio
Envestnet Asset Management Inc

6.19M
Shares

$655 Million
0.23% of portfolio
Mercer Global Advisors Inc Denver, CO

6.04M
Shares

$640 Million
1.6% of portfolio
Morgan Stanley New York, NY

3.6M
Shares

$381 Million
0.03% of portfolio
Sei Investments CO Oaks, PA

2.52M
Shares

$267 Million
0.38% of portfolio

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About ISHARES SHORT-TERM NATIONAL MU

Ticker SUB
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Org Wealth Partners, LLC Ishares Short Term National Mu Transaction History