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 |
|---|---|---|---|---|---|---|---|---|---|
| MCDONALDS CORP | COMMON STOCK | 551 | $169,529 | 604 | 0.00 | 604 | +Inf | 03-31-2024 | |
| NEWMONT CORP | COMMON STOCK | 552 | $166,405 | 4,566 | 0.00 | 4,566 | +Inf | 03-31-2024 | |
| EATON VNCE MGD GLBL BUY | CLOSED END MUTL FUND | 553 | $161,461 | 19,809 | 0.00 | 19,809 | +Inf | 03-31-2024 | |
| HONEYWELL INTL INC | COMMON STOCK | 554 | $155,140 | 767 | 0.00 | 767 | +Inf | 03-31-2024 |
