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 |
|---|---|---|---|---|---|---|---|---|---|
| WILLIAMS SONOMA | COMMON STOCK | 1051 | $44,719 | 142 | 0.00 | 142 | +Inf | 03-31-2024 | |
| ADVANCED MICRO DEVICE IN | COMMON STOCK | 1052 | $44,182 | 241 | 0.00 | 241 | +Inf | 03-31-2024 | |
| ISHARES TR IBOXX $ HIGH YIELD CORP BD ETF | HYG | Liquidated | $0 | 0 | 0.00 | 761 | +Inf | 03-31-2024 | |
| JHANCOCK DISCIPLINED VAL | JVMIX | Liquidated | $0 | 0 | 0.00 | 1,725 | +Inf | 03-31-2024 |
