Org Wealth Partners, LLC FIRST TRUST CRE INVSMNT Transaction History

Org Wealth Partners, LLC

  • $233 Million
  • Q2 2025
Number of Shares
1,191
Previous 1,178 1.1%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 16, 2025
BUY
N/A
13 Added 1.1%
1,191 $0
Q1 2025

Apr 21, 2025
BUY
N/A
1,178 New
1,178 $0
Track This Portfolio

Track Org Wealth Partners, LLC Portfolio

Follow Org Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Org Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Org Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email