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 |
|---|---|---|---|---|---|---|---|---|---|
| APOLLO GLOBAL MGMT INC N | APO | Liquidated | $0 | 0 | 0.00 | 84 | +Inf | 03-31-2024 | |
| NUVEEN MULTI ASSET INCOM | CLOSED END MUTL FUND | 1802 | $7,031 | 568 | 0.00 | 568 | +Inf | 03-31-2024 | |
| TEVA PHARMACEUTICAL IN F | AMERICAN DEPOSITORY | 1803 | $6,955 | 500 | 0.00 | 500 | +Inf | 03-31-2024 | |
| TRUIST FINL CORP | COMMON STOCK | 1804 | $6,944 | 181 | 0.00 | 181 | +Inf | 03-31-2024 |
