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 |
|---|---|---|---|---|---|---|---|---|---|
| HONEYWELL INTL INC | HON | Liquidated | $0 | 0 | 0.00 | 5,925 | +Inf | 03-31-2024 | |
| DOORDASH INC | COMMON STOCK | 1152 | $36,634 | 265 | 0.00 | 265 | +Inf | 03-31-2024 | |
| NEXTERA ENERGY PARTN LP | NEP | Liquidated | $0 | 0 | 0.00 | 1,227 | +Inf | 03-31-2024 | |
| TOLL BROTHERS INC | COMMON STOCK | 1154 | $36,362 | 284 | 0.00 | 284 | +Inf | 03-31-2024 |
