Org Wealth Partners, LLC Ishares Short Term National Mu Transaction History
Org Wealth Partners, LLC
- $139 Million
- Q4 2024
A detailed history of Org Wealth Partners, LLC transactions in Ishares Short Term National Mu stock. As of the latest transaction made, Org Wealth Partners, LLC holds 23 shares of SUB stock, worth $2,436. This represents 0.0% of its overall portfolio holdings.
Number of Shares
23
Previous 2,666
99.14%
Holding current value
$2,436
Previous $283 Million
100.0%
% of portfolio
0.0%
Previous 0.09%
Shares
2 transactions
Others Institutions Holding SUB
# of Institutions
859Shares Held
75.5MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.1MShares$752 Million0.06% of portfolio
-
Mercer Global Advisors Inc Denver, CO6.31MShares$669 Million1.47% of portfolio
-
Envestnet Asset Management Inc5.98MShares$633 Million0.21% of portfolio
-
Life Planning Partners, Inc5.97MShares$633 Million4.65% of portfolio
-
Morgan Stanley New York, NY3.63MShares$385 Million0.03% of portfolio