Org Wealth Partners, LLC Pacer Fds Tr Wealthshield ETF Call Options Transaction History
Org Wealth Partners, LLC
- $269 Million
- Q3 2025
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding PWS
# of Institutions
22Shares Held
583KCall Options Held
0Put Options Held
0-
Napa Wealth Management Napa, CA294KShares$9.63 Million4.44% of portfolio
-
Lpl Financial LLC Fort Mill, SC67.7KShares$2.22 Million0.0% of portfolio
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Org Partners LLC Roanoke, IN43.3KShares$1.42 Million0.31% of portfolio
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Concurrent Investment Advisors, LLC Tampa, FL20.7KShares$676,9420.01% of portfolio
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Atria Investments LLC Charlotte, NC16KShares$523,4760.01% of portfolio