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 |
|---|---|---|---|---|---|---|---|---|---|
| ORACLE CORP | COMMON STOCK | 651 | $116,489 | 928 | 0.00 | 928 | +Inf | 03-31-2024 | |
| BP PLC F | AMERICAN DEPOSITORY | 652 | $114,431 | 3,014 | 0.00 | 3,014 | +Inf | 03-31-2024 | |
| GENERAL MILLS INC | COMMON STOCK | 653 | $112,336 | 1,602 | 0.00 | 1,602 | +Inf | 03-31-2024 | |
| GUGGENHEIM STRATEGIC OPP | CLOSED END MUTL FUND | 654 | $110,175 | 7,731 | 0.00 | 7,731 | +Inf | 03-31-2024 |
