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 |
|---|---|---|---|---|---|---|---|---|---|
| ALLSRPING UTLTS AND HGH | CLOSED END MUTL FUND | 801 | $85,506 | 9,077 | 0.00 | 9,077 | +Inf | 03-31-2024 | |
| SHERWIN WILLIAMS CO | COMMON STOCK | 802 | $84,267 | 249 | 0.00 | 249 | +Inf | 03-31-2024 | |
| NUVEEN MUNICIPAL VALUE C | CLOSED END MUTL FUND | 803 | $83,631 | 9,624 | 0.00 | 9,624 | +Inf | 03-31-2024 | |
| ADVANCED DRAINAGE SY | COMMON STOCK | 804 | $83,496 | 490 | 0.00 | 490 | +Inf | 03-31-2024 |
