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 |
|---|---|---|---|---|---|---|---|---|---|
| BLOOM ENERGY CORP | BE | Liquidated | $0 | 0 | 0.00 | 3,550 | +Inf | 03-31-2024 | |
| INTUITIVE SURGICAL | COMMON STOCK | 2102 | $3,548 | 9 | 0.00 | 9 | +Inf | 03-31-2024 | |
| ETF MANG ETHO CLIMATE | ETHO | Liquidated | $0 | 0 | 0.00 | 3,516 | +Inf | 03-31-2024 | |
| CALAMOS CONVERTIBLE OPPO | CHI | Liquidated | $0 | 0 | 0.00 | 3,516 | +Inf | 03-31-2024 |
