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 |
|---|---|---|---|---|---|---|---|---|---|
| HALLIBURTON CO HLDG | COMMON STOCK | 1901 | $5,745 | 144 | 0.00 | 144 | +Inf | 03-31-2024 | |
| ALPS EQL SCTR WGHT | EQL | Liquidated | $0 | 0 | 0.00 | 5,721 | +Inf | 03-31-2024 | |
| VANGUARD TOTAL STOCK | VTI | Liquidated | $0 | 0 | 0.00 | 5,681 | +Inf | 03-31-2024 | |
| AVIS BUDGET GROUP | COMMON STOCK | 1904 | $5,660 | 45 | 0.00 | 45 | +Inf | 03-31-2024 |
