Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ORG PARTNERS LLC | 05-06-2024 | 03-31-2024 | 69228 | 52,580,487 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ENERGY TRANSFER L P LP | LIMITED PARTNERSHP | 1 | $5,614,297 | 357,825 | 0.01 | 357,825 | +Inf | 03-31-2024 | |
| GILEAD SCIENCES INC | COMMON STOCK | 2 | $4,622,558 | 63,427 | 0.01 | 63,427 | +Inf | 03-31-2024 | |
| 1/100 BERKSHIRE HTWY | COMMON STOCK | 3 | $4,438,210 | 700 | 0.01 | 700 | +Inf | 03-31-2024 | |
| SPROTT PHYSICAL GOLD ETV | CLOSED END MUTL FUND | 4 | $4,046,268 | 231,489 | 0.01 | 231,489 | +Inf | 03-31-2024 |
