OWP
FDS icon

ORG Wealth Partners’s Factset FDS Stock Holding History

ORG Wealth Partners’s Portfolio FDS Stock Details FDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$59K Sell
131
-1
-0.8% -$450 0.01% 315
2025
Q1 		$60.3K Buy
+132
New +$60.3K 0.02% 332