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 |
|---|---|---|---|---|---|---|---|---|---|
| ANSYS INC | COMMON STOCK | 2201 | $2,776 | 8 | 0.00 | 8 | +Inf | 03-31-2024 | |
| SAFRAN F | AMERICAN DEPOSITORY | 2202 | $2,762 | 49 | 0.00 | 49 | +Inf | 03-31-2024 | |
| ISHARES PREFERRED INCOME | PFF | Liquidated | $0 | 0 | 0.00 | 2,758 | +Inf | 03-31-2024 | |
| SPDR S&P 500 GROWTH ETF | SPYG | Liquidated | $0 | 0 | 0.00 | 2,747 | +Inf | 03-31-2024 |
