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 | 351 | $352,123 | 2,250 | 0.00 | 2,250 | +Inf | 03-31-2024 | |
| ALTRIA GROUP INC | COMMON STOCK | 352 | $348,399 | 8,061 | 0.00 | 8,061 | +Inf | 03-31-2024 | |
| KAYNE ANDERSON ENERGY IN | CLOSED END MUTL FUND | 353 | $328,941 | 33,026 | 0.00 | 33,026 | +Inf | 03-31-2024 | |
| PHILIP MORRIS INTL | COMMON STOCK | 354 | $312,995 | 3,422 | 0.00 | 3,422 | +Inf | 03-31-2024 |
