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 |
|---|---|---|---|---|---|---|---|---|---|
| INVSC BULLETSHARES 2023 | BSCN | Liquidated | $0 | 0 | 0.00 | 22,784 | +Inf | 03-31-2024 | |
| BLACKROCK NY MUNICIPAL I | BNY | Liquidated | $0 | 0 | 0.00 | 22,659 | +Inf | 03-31-2024 | |
| QUALCOMM INC | QCOM | Liquidated | $0 | 0 | 0.00 | 11,598 | +Inf | 03-31-2024 | |
| TJX COMPANIES INC | TJX | Liquidated | $0 | 0 | 0.00 | 1,380 | +Inf | 03-31-2024 |
