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 |
|---|---|---|---|---|---|---|---|---|---|
| NOVO-NORDISK AS VORMAL F | AMERICAN DEPOSITORY | 451 | $250,748 | 1,966 | 0.00 | 1,966 | +Inf | 03-31-2024 | |
| BLACKROCK NY MUNICIPAL I | CLOSED END MUTL FUND | 452 | $244,128 | 23,162 | 0.00 | 23,162 | +Inf | 03-31-2024 | |
| JPMORGAN CHASE & CO | COMMON STOCK | 453 | $242,539 | 1,218 | 0.00 | 1,218 | +Inf | 03-31-2024 | |
| MPLX LP LP | LIMITED PARTNERSHP | 454 | $241,610 | 5,845 | 0.00 | 5,845 | +Inf | 03-31-2024 |
