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 |
|---|---|---|---|---|---|---|---|---|---|
| ECOLAB INC | COMMON STOCK | 851 | $76,003 | 333 | 0.00 | 333 | +Inf | 03-31-2024 | |
| STANLEY BLACK & DECK | COMMON STOCK | 852 | $75,468 | 790 | 0.00 | 790 | +Inf | 03-31-2024 | |
| UNITEDHEALTH GRP INC | COMMON STOCK | 853 | $75,149 | 152 | 0.00 | 152 | +Inf | 03-31-2024 | |
| ROPER TECHNOLOGIES | COMMON STOCK | 854 | $74,201 | 134 | 0.00 | 134 | +Inf | 03-31-2024 |
