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Bluerock Total Inc mutual funds - shares owned by ORG Partners

Quarter-by-quarter ownership of Bluerock Total Inc mutual funds - (TIPWX) shares owned by ORG Partners from 13F filings

Historical chart of ORG Partners investment in Bluerock Total Inc mutual funds -

Tip: Access up to 7 years of quarterly data

All positions including Bluerock Total Inc mutual funds - held by ORG Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Bluerock Total Inc mutual funds - by ORG Partners

Quarter filed Position value Share count Share price at filing
2024-06-30 $4.3M 156k 27.82
2023-12-31 $5.1M 168k 30.24
2023-09-30 $5.5M 170k 32.32

More positions owned by ORG Partners

Vox Royalty Corp Registered Shs Isin#ca92919f1036 Equity (VOXR)
Spdr S&p 500 Etf Uit Exchange Traded (SPY)
Ft Rising Dividend Uit Exchange Traded (RDVY)
Microsoft Corp Common Stock (MSFT)
Apple Common Stock (AAPL)
Nvidia Corp Common Stock (NVDA)
Invsc S P Internationl Uit Exchange Traded (IDMO)
Berkshire Hathaway Common Stock (BRK.B)
Schwab Us Dividend Uit Exchange Traded (SCHD)
Gilead Sciences Common Stock (GILD)
First Trst Dorsey Wright Uit Exchange Traded (FV)
Ft Vest Us Eqty Buffer Uit Exchange Traded (GMAR)
Alps Alerian Mlp Etf Uit Exchange Traded (AMLP)
Invesco Nasdaq 100 Etf Uit Exchange Traded (QQQM)
Amazon.com Common Stock (AMZN)

View all positions for ORG Partners

Top funds holding Bluerock Total Inc mutual funds -

Financial Gravity Wealth
Vermillion Wealth Management
Transce3nd
Trust Co Of Vermont

View all funds holding Bluerock Total Inc mutual funds -