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 |
|---|---|---|---|---|---|---|---|---|---|
| PRINCIPAL FINL | COMMON STOCK | 1501 | $15,645 | 181 | 0.00 | 181 | +Inf | 03-31-2024 | |
| AMER ELECTRIC PWR CO | COMMON STOCK | 1502 | $15,643 | 185 | 0.00 | 185 | +Inf | 03-31-2024 | |
| ATMOS ENERGY CORP | COMMON STOCK | 1503 | $15,144 | 128 | 0.00 | 128 | +Inf | 03-31-2024 | |
| COPART INC | COMMON STOCK | 1504 | $15,037 | 259 | 0.00 | 259 | +Inf | 03-31-2024 |
