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 |
|---|---|---|---|---|---|---|---|---|---|
| KELLANOVA | COMMON STOCK | 951 | $57,279 | 1,004 | 0.00 | 1,004 | +Inf | 03-31-2024 | |
| CHURCH & DWIGHT CO INC I | COMMON STOCK | 952 | $56,623 | 539 | 0.00 | 539 | +Inf | 03-31-2024 | |
| ILLINOIS TOOL WORKS | COMMON STOCK | 953 | $56,539 | 213 | 0.00 | 213 | +Inf | 03-31-2024 | |
| EATON VANCE TAX ADV GLBL | CLOSED END MUTL FUND | 954 | $55,767 | 3,076 | 0.00 | 3,076 | +Inf | 03-31-2024 |
