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 |
|---|---|---|---|---|---|---|---|---|---|
| CVS HEALTH CORP | COMMON STOCK | 2651 | $405 | 5 | 0.00 | 5 | +Inf | 03-31-2024 | |
| NEW YORK CMN 6.375 PFD | PREFERRED STOCK | 2652 | $403 | 23 | 0.00 | 23 | +Inf | 03-31-2024 | |
| U.S. BANCORP 5.5 PFD | PREFERRED STOCK | 2653 | $394 | 16 | 0.00 | 16 | +Inf | 03-31-2024 | |
| PUBLIC STORAG 5.15 PFD | PREFERRED STOCK | 2654 | $387 | 16 | 0.00 | 16 | +Inf | 03-31-2024 |
