Org Partners LLC Purchases in Q4 2024

Org Partners LLC

  • $689 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
PXH
Invesco ETF Tr Ii Ftse Rafi Em

ETFs
0
New
N/A
0 $0
Ft Intrmdt Drtn Invt Grd
836
New
N/A
836 $0
JPMPRC
Jpmorgan Chase & CO Dep Sh Rep
51.3K
+ 155.45%
N/A
84.3K $0
AOA
Ishares Tr Core Aggressive All

ETFs
7
+ 3.17%
$76.61 - $79.88 $536 - $559
228 $17K
Ft Vest Us Eqt Modrt Bfr
11.5K
New
N/A
11.5K $0
INVH
Invitation Homes Inc.

Real Estate
0
New
$31.4 - $34.69 $0 - $0
0 $0
Ft Vst U S Eqty Mdrte Br
1.8K
New
N/A
1.8K $0
KEYPRJ
Keycorp New Dep Shs Repstg 1/4
112K
+ 177.6%
N/A
174K $0
Yieldmax Nvda Optn Inc
222
+ 83.46%
N/A
488 $0
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
4
+ 0.96%
$47.58 - $48.56 $190 - $194
421 $20K
HYG
Ishares Tr

ETFs
1
+ 0.83%
$78.09 - $80.04 $78.1 - $80
121 $9K
CCI
Crown Castle International Corp

Real Estate
100
+ 30.49%
$89.78 - $119.11 $8.98K - $11.9K
428 $38K
VTRS
Viatris Inc

Healthcare
24
+ 21.05%
$11.32 - $13.37 $272 - $321
138 $1K
SONY
Sony Group Corp

Technology
176
+ 400.0%
$17.53 - $96.8 $3.09K - $17K
220 $4K
Arista Networks Inc
400
New
N/A
400 $0
Sila Rlty Tr Inc
31
+ 1.04%
N/A
3.01K $0
WFCPRC
Wells Fargo & CO New Dep Shs R
1K
+ 171.23%
N/A
1.58K $0
Doubleline Mortgage ETF
127
+ 14.42%
N/A
1.01K $0
MRNA
Moderna, Inc.

Healthcare
34
+ 70.83%
$36.85 - $63.93 $1.25K - $2.17K
82 $3K
Coherent Corp
150
New
N/A
150 $0
CUBIPRE
Customers Bancorp Inc Perp Pfd
1.6K
New
N/A
1.6K $0
ASIX
Advan Six Inc.

Basic Materials
2
+ 11.11%
$27.85 - $32.87 $55.7 - $65.7
20 $0
SCHA
Schwab Strategic Tr Us Small C

ETFs
428
+ 96.83%
$25.33 - $51.16 $10.8K - $21.9K
870 $22K
DWAC
Digital World Acquisition Corp.

Financial Services
250
+ 500.0%
N/A
300 $0
Lam Resh Corp
1.31K
New
N/A
1.31K $0
NAT
Nordic American Tankers LTD

Industrials
15
+ 3.98%
N/A
392 $1K
FTGS
First Tr Exchange Traded Fd Gr
6K
New
N/A
6K $0
SPHB
Invesco ETF Tr Ii S&P 500 High

ETFs
0
New
$86.6 - $95.01 $0 - $0
0 $0
IXG
Ishares Global Fin'L ETF

ETFs
0
New
$93.25 - $101.72 $0 - $0
0 $0
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
3.44K
+ 200.06%
$27.54 - $83.04 $94.7K - $285K
5.16K $142K
COFPRJ
Capital One Finl Cor
18.1K
+ 68.05%
N/A
44.7K $0
ISHG
Ishares Intl Treasury Bond ETF

ETFs
1
+ 1.11%
$67.37 - $73.76 $67.4 - $73.8
91 $6K
NCR
Ncr Corp

Technology
38
New
N/A
38 $0
Labcorp Hldgs Inc
2.3K
New
N/A
2.3K $0
HEMP
Hemp Inc
5K
New
N/A
5K $0
Proshares Ultrashort
1.09K
New
N/A
1.09K $0
Kraneshs Int And Call
6
+ 13.64%
N/A
50 $0
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
4
+ 0.9%
$50.62 - $50.97 $202 - $204
449 $22K
Ft Vest Us Eqty Buffer
7K
+ 466.67%
N/A
8.5K $0
BFB
Brown Forman Corp Cl B
0
New
N/A
0 $0
RIG
Transocean Ltd.

Energy
90
+ 90.0%
$3.47 - $4.67 $312 - $420
190 $0
HAL
Halliburton CO

Energy
8
+ 6.84%
$25.77 - $31.99 $206 - $256
125 $3K
MSPRL
Morgan Stanley Depositary Shs
17.6K
+ 116.23%
N/A
32.7K $0
MET
Metlife Inc

Financial Services
2
+ 0.62%
$78.15 - $88.25 $156 - $177
324 $26K
Us Treasury 6 Month Bill
3
+ 0.67%
N/A
454 $0
CGMU
Capital Group Core Plus Income
917
New
N/A
917 $0
TRP
Tc Energy Corp

Energy
5
+ 3.23%
$44.03 - $50.23 $220 - $251
160 $7K
Ishares Flexible Incme
215
+ 15.34%
N/A
1.62K $0
Yieldmax Meta Optn Inc
60
New
N/A
60 $0
Activity Summary
Buys All Purchases 650 New Holdings 226 Increased Positions 424 Sells All Sells 245 Reductions 241 Sold out 4 Options Calls 0 Puts 0
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