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
JABIL INC COMMON STOCK 1251 $29,155 215 0.00 215 +Inf 03-31-2024
FIRST CITIZENS BKSH COMMON STOCK 1252 $28,922 18 0.00 18 +Inf 03-31-2024
GUIDEWIRE SOFTWARE COMMON STOCK 1253 $28,777 248 0.00 248 +Inf 03-31-2024
C S L LIMITED F AMERICAN DEPOSITORY 1254 $28,516 305 0.00 305 +Inf 03-31-2024
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