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 |
|---|---|---|---|---|---|---|---|---|---|
| BLACKROCK MULTI SECTOR I | CLOSED END MUTL FUND | 1001 | $51,312 | 3,260 | 0.00 | 3,260 | +Inf | 03-31-2024 | |
| CHARLES SCHWAB CORP | SCHW | Liquidated | $0 | 0 | 0.00 | 929 | +Inf | 03-31-2024 | |
| DELL TECHNOLOGIES INC | DELL | Liquidated | $0 | 0 | 0.00 | 736 | +Inf | 03-31-2024 | |
| EXPEDITORS INTL WASH | COMMON STOCK | 1004 | $50,741 | 426 | 0.00 | 426 | +Inf | 03-31-2024 |
