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 |
|---|---|---|---|---|---|---|---|---|---|
| ALPHABET INC. | COMMON STOCK | 1351 | $22,387 | 144 | 0.00 | 144 | +Inf | 03-31-2024 | |
| DUKE ENERGY CORP | COMMON STOCK | 1352 | $21,998 | 229 | 0.00 | 229 | +Inf | 03-31-2024 | |
| SOTERA HEALTH CO | COMMON STOCK | 1353 | $21,644 | 1,850 | 0.00 | 1,850 | +Inf | 03-31-2024 | |
| RTX CORP | COMMON STOCK | 1354 | $21,598 | 220 | 0.00 | 220 | +Inf | 03-31-2024 |
