Org Wealth Partners, LLC New Holdings in Q3 2024

Org Wealth Partners, LLC

  • $301 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
65
New
$210.25 - $231.86 $13.7K - $15.1K
65 $14.5M
EWJ
Ishares Msci Japan ETF

ETFs
202
New
$63.12 - $72.99 $12.8K - $14.7K
202 $14.5M
MMTM
Spdr Ser Tr S&P 1500 Momentum

ETFs
57
New
$223.74 - $251.93 $12.8K - $14.4K
57 $14.4M
REM
Ishares Tr Mtg Real Estate ETF

ETFs
589
New
$21.9 - $24.73 $12.9K - $14.6K
589 $14M
SPYG
Spdr Portfolio

ETFs
168
New
$73.38 - $84.1 $12.3K - $14.1K
168 $13.9M
ZM
Zoom Video Communications, Inc.

Technology
198
New
$55.32 - $71.9 $11K - $14.2K
198 $13.8M
MSOS
Advisorshares Tr Pure Us Canna

ETFs
1.92K
New
$6.05 - $7.89 $11.6K - $15.2K
1.92K $13.8M
OHI
Omega Healthcare Investors Inc

Real Estate
324
New
$33.55 - $41.29 $10.9K - $13.4K
324 $13.2M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
179
New
$65.06 - $71.72 $11.6K - $12.8K
179 $12.7M
PAA
Plains All American Pipeline LP

Energy
730
New
$17.0 - $19.03 $12.4K - $13.9K
730 $12.7M
Kraneshs Int And Call
985
New
N/A
985 $12.1M
NXP
Nuveen Select Tax Free Income Portfolio

Financial Services
788
New
$14.34 - $15.17 $11.3K - $12K
788 $11.9M
VMO
Invesco Municipal Opportunity Trust

Financial Services
1.15K
New
$9.87 - $10.38 $11.4K - $11.9K
1.15K $11.8M
Canadian Pacific Kansa F
138
New
N/A
138 $11.8M
MYI
Blackrock Muniyield Quality Fund Iii, Inc.

Financial Services
981
New
$11.13 - $12.0 $10.9K - $11.8K
981 $11.8M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
254
New
$41.02 - $46.01 $10.4K - $11.7K
254 $11.6M
MQT
Blackrock Muniyield Quality Fund Ii, Inc.

Financial Services
1.06K
New
$10.22 - $10.92 $10.8K - $11.6K
1.06K $11.4M
EOT
Eaton Vance National Municipal Opportunities Trust

Financial Services
612
New
$16.59 - $18.07 $10.2K - $11.1K
612 $11M
Siriusxm Hldgs Inc
450
New
N/A
450 $10.6M
AVGO
Broadcom Inc.

Technology
60
New
$136.27 - $1745.86 $8.18K - $105K
60 $10.4M
TJX
Tjx Companies Inc

Consumer Cyclical
85
New
$107.93 - $120.23 $9.17K - $10.2K
85 $9.99M
BX
Blackstone Inc.

Financial Services
65
New
$120.77 - $159.66 $7.85K - $10.4K
65 $9.95M
MAR
Marriott International Inc

Consumer Cyclical
36
New
$211.35 - $255.11 $7.61K - $9.18K
36 $8.95M
TXN
Texas Instruments Inc

Technology
42
New
$194.6 - $194.6 $8.17K - $8.17K
42 $8.68M
AMAT
Applied Materials Inc

Technology
42
New
$174.88 - $254.97 $7.34K - $10.7K
42 $8.49M
VTV
Vanguard Value ETF

ETFs
48
New
$159.75 - $174.57 $7.67K - $8.38K
48 $8.46M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
154
New
$50.25 - $50.74 $7.74K - $7.81K
154 $7.81M
GGAL
Grupo Financiero Galicia Sa

Financial Services
166
New
$26.61 - $47.1 $4.42K - $7.82K
166 $6.99M
AMT
American Tower Corp

Real Estate
30
New
$192.27 - $242.73 $5.77K - $7.28K
30 $6.98M
EZU
Ishares Inc Msci Eurozone ETF

ETFs
133
New
$46.96 - $52.8 $6.25K - $7.02K
133 $6.95M
YPF
Ypf Sociedad Anonima

Energy
326
New
$18.06 - $24.26 $5.89K - $7.91K
326 $6.91M
GROY
Gold Royalty Corp.

Basic Materials
5K
New
$1.2 - $1.57 $6K - $7.85K
5K $6.8M
ERJ
Embraer S.A.

Industrials
190
New
$25.9 - $36.95 $4.92K - $7.02K
190 $6.72M
DEED
First Tr Exch Trd Fd Viii Firs

ETFs
306
New
$20.51 - $21.98 $6.28K - $6.73K
306 $6.66M
WBD
Warner Bros. Discovery, Inc.

Communication Services
786
New
$6.71 - $8.78 $5.27K - $6.9K
786 $6.48M
XLI
Industrial Sector Spdr

ETFs
47
New
$120.56 - $135.44 $5.67K - $6.37K
47 $6.37M
XLY
Select Sector Spdr Consumer Di

ETFs
31
New
$170.05 - $200.86 $5.27K - $6.23K
31 $6.21M
MELI
Mercadolibre Inc

Consumer Cyclical
3
New
$1591.44 - $2140.1 $4.77K - $6.42K
3 $6.15M
IXC
Ishares Tr Global Energy ETF

ETFs
152
New
$38.94 - $42.35 $5.92K - $6.44K
152 $6.15M
BMA
Macro Bank Inc.

Financial Services
96
New
$46.54 - $74.83 $4.47K - $7.18K
96 $6.1M
ABB
Abb LTD

Industrials
100
New
N/A
100 $5.79M
MRK
Merck & Co., Inc.

Healthcare
51
New
$111.15 - $128.97 $5.67K - $6.58K
51 $5.79M
UBS
Ubs Group Ag

Financial Services
181
New
$27.97 - $31.42 $5.06K - $5.69K
181 $5.59M
PAM
Pampa Energy Inc.

Utilities
90
New
$41.97 - $62.41 $3.78K - $5.62K
90 $5.4M
LCID
Lucid Group, Inc.

Consumer Cyclical
1.48K
New
$2.64 - $4.26 $3.89K - $6.28K
1.48K $5.21M
CDNS
Cadence Design Systems Inc

Technology
19
New
$246.84 - $321.11 $4.69K - $6.1K
19 $5.15M
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
472
New
$9.55 - $11.13 $4.51K - $5.25K
472 $5.12M
SAP
Sap Se

Technology
22
New
$197.21 - $231.0 $4.34K - $5.08K
22 $5.04M
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
484
New
$9.27 - $11.62 $4.49K - $5.62K
484 $4.93M
Activity Summary
Buys All Purchases 481 New Holdings 481 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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