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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES CORE S&P | IJR | Liquidated | $0 | 0 | 0.00 | 3,992 | +Inf | 03-31-2024 | |
| BW LPG LTD F | AMERICAN DEPOSITORY | 2052 | $3,955 | 350 | 0.00 | 350 | +Inf | 03-31-2024 | |
| ESTEE LAUDERCO INC | COMMON STOCK | 2053 | $3,952 | 26 | 0.00 | 26 | +Inf | 03-31-2024 | |
| SPDR S&P DIVIDEND ETF | SDY | Liquidated | $0 | 0 | 0.00 | 3,935 | +Inf | 03-31-2024 |
