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 |
|---|---|---|---|---|---|---|---|---|---|
| CATHAY GENERAL BANCO | COMMON STOCK | 101 | $982,027 | 26,606 | 0.00 | 26,606 | +Inf | 03-31-2024 | |
| COHEN STEERS QUAL INCOME | CLOSED END MUTL FUND | 102 | $858,927 | 72,177 | 0.00 | 72,177 | +Inf | 03-31-2024 |
