M/a shares owned by ORG Wealth Partners
Historical chart of ORG Wealth Partners investment in M/a
Tip: Access up to 7 years of quarterly data
All positions including M/a held by ORG Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in M/a by ORG Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $538k | 4.3k | 124.49 |
| 2025-06-30 | $599k | 4.4k | 137.38 |
| 2025-03-31 | $442k | 4.4k | 101.33 |
| 2024-12-31 | $36k | 279 | 129.89 |