Org Wealth Partners, LLC Ishares Global Reit ETF Transaction History
Org Wealth Partners, LLC
- $269 Million
- Q3 2025
A detailed history of Org Wealth Partners, LLC transactions in Ishares Global Reit ETF stock. As of the latest transaction made, Org Wealth Partners, LLC holds 5,050 shares of REET stock, worth $127,260. This represents 0.05% of its overall portfolio holdings.
Number of Shares
5,050
Previous 5,050
-0.0%
Holding current value
$127,260
Previous $124,000
4.03%
% of portfolio
0.05%
Previous 0.05%
Shares
1 transactions
Others Institutions Holding REET
# of Institutions
332Shares Held
71MCall Options Held
5.6KPut Options Held
200-
Valmark Advisers, Inc.6.05MShares$152 Million2.03% of portfolio
-
Northwestern Mutual Wealth Management CO5.43MShares$137 Million0.09% of portfolio
-
Black Rock Inc. New York, NY5.38MShares$136 Million0.0% of portfolio
-
M&T Bank Corp4.79MShares$121 Million0.42% of portfolio
-
Morgan Stanley New York, NY3.45MShares$87 Million0.01% of portfolio