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 |
|---|---|---|---|---|---|---|---|---|---|
| AUTODESK INC | COMMON STOCK | 1451 | $17,122 | 66 | 0.00 | 66 | +Inf | 03-31-2024 | |
| HP INC. | COMMON STOCK | 1452 | $17,087 | 561 | 0.00 | 561 | +Inf | 03-31-2024 | |
| ALLIANCEBERNSTEIN NTNL M | CLOSED END MUTL FUND | 1453 | $17,075 | 1,568 | 0.00 | 1,568 | +Inf | 03-31-2024 | |
| EATON VANCE MUNICIPAL IN | CLOSED END MUTL FUND | 1454 | $16,903 | 1,672 | 0.00 | 1,672 | +Inf | 03-31-2024 |
