Org Wealth Partners, LLC ETFs

Org Wealth Partners, LLC

  • $139 Million
  • Q4 2024

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$56,000 0.04% of portfolio
621
Q4 2024 Reduced 3.27%
$0
$51,000 0.04% of portfolio
223
Q4 2024 Reduced 16.79%
$0
$47,000 0.03% of portfolio
982
Q4 2024 Added 13.0%
$91.1B
$43,000 0.03% of portfolio
181
Q4 2024 Reduced 5.24%
$0
$42,000 0.03% of portfolio
1,243
Q3 2024 New
$0
$38,000 0.03% of portfolio
203
Q3 2024 New
$0
$36,000 0.03% of portfolio
485
Q4 2024 Added 5.21%
$0
$33,000 0.02% of portfolio
255
Q4 2024 Reduced 3.41%
$0
$31,000 0.02% of portfolio
357
Q3 2024 New
$0
$31,000 0.02% of portfolio
2,217
Q4 2024 Reduced 24.0%
$0
$29,000 0.02% of portfolio
1,279
Q4 2024 Reduced 39.87%
$0
$25,000 0.02% of portfolio
376
Q4 2024 Reduced 22.15%
$0
$25,000 0.02% of portfolio
495
Q4 2024 Reduced 20.67%
$0
$24,000 0.02% of portfolio
284
Q4 2024 Reduced 14.2%
$0
$24,000 0.02% of portfolio
43
Q4 2024 New
$0
$24,000 0.02% of portfolio
330
Q3 2024 New
$0
$23,000 0.02% of portfolio
1,132
Q3 2024 New
$0
$22,000 0.02% of portfolio
266
Q3 2024 New
$0
$22,000 0.02% of portfolio
250
Q4 2024 Reduced 60.38%
$0
$22,000 0.02% of portfolio
395
Q3 2024 New
$0
$20,000 0.01% of portfolio
225
Q4 2024 Reduced 49.89%
$0
$19,000 0.01% of portfolio
381
Q3 2024 New
$0
$19,000 0.01% of portfolio
340
Q3 2024 New
$0
$18,000 0.01% of portfolio
668
Q4 2024 Reduced 21.5%
$0
$16,000 0.01% of portfolio
656
Q4 2024 Reduced 21.15%
$0
$15,000 0.01% of portfolio
627
Q4 2024 Reduced 21.13%
$0
$14,000 0.01% of portfolio
267
Q4 2024 Reduced 96.76%
$0
$13,000 0.01% of portfolio
105
Q3 2024 New
$0
$13,000 0.01% of portfolio
202
Q3 2024 New
$0
$13,000 0.01% of portfolio
526
Q4 2024 Reduced 21.26%
$0
$12,000 0.01% of portfolio
589
Q3 2024 New
$0
$11,000 0.01% of portfolio
179
Q3 2024 New
$0
$11,000 0.01% of portfolio
45
Q4 2024 Reduced 21.05%
$0
$11,000 0.01% of portfolio
134
Q4 2024 Reduced 20.24%
$0
$9,000 0.01% of portfolio
201
Q4 2024 Reduced 20.87%
$0
$7,000 0.01% of portfolio
92
Q4 2024 New
$0
$7,000 0.01% of portfolio
154
Q3 2024 New
$0
$7,000 0.01% of portfolio
188
Q4 2024 Reduced 96.8%
$0
$7,000 0.01% of portfolio
1,922
Q3 2024 New
$0
$7,000 0.01% of portfolio
164
Q4 2024 Added 23.31%
$0
$6,000 0.0% of portfolio
47
Q3 2024 New
$0
$6,000 0.0% of portfolio
306
Q3 2024 New
$0
$6,000 0.0% of portfolio
31
Q3 2024 New
$0
$6,000 0.0% of portfolio
111
Q4 2024 New
$0
$5,000 0.0% of portfolio
88
Q4 2024 New
$0
$5,000 0.0% of portfolio
152
Q3 2024 New
$0
$5,000 0.0% of portfolio
57
Q4 2024 Added 18.75%
$0
$4,000 0.0% of portfolio
85
Q4 2024 Reduced 19.81%
$0
$4,000 0.0% of portfolio
56
Q3 2024 New
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