Org Wealth Partners, LLC FIRST TRUST CRE INVSMNT Transaction History

Org Wealth Partners, LLC

  • $270 Million
  • Q4 2025
Number of Shares
1,224
Previous 1,204 1.66%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 14, 2026
BUY
N/A
20 Added 1.66%
1,224 $0
Q3 2025

Oct 24, 2025
BUY
N/A
13 Added 1.09%
1,204 $0
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
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