Org Wealth Partners, LLC Ishares Short Term National Mu Transaction History
Org Wealth Partners, LLC
- $139 Million
- Q4 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 23 shares of SUB stock, worth $2,429. This represents 0.0% of its overall portfolio holdings.
Number of Shares
23
Previous 2,666
99.14%
Holding current value
$2,429
Previous $283 Million
100.0%
% of portfolio
0.0%
Previous 0.09%
Shares
2 transactions
Others Institutions Holding SUB
# of Institutions
902Shares Held
71.3MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.79MShares$823 Million0.07% of portfolio
-
Mercer Global Advisors Inc Denver, CO6.25MShares$660 Million1.63% of portfolio
-
Envestnet Asset Management Inc6.25MShares$660 Million0.22% of portfolio
-
Morgan Stanley New York, NY3.5MShares$370 Million0.03% of portfolio
-
Sei Investments CO Oaks, PA2.68MShares$283 Million0.38% of portfolio