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 |
|---|---|---|---|---|---|---|---|---|---|
| MERCK & CO. INC. | COMMON STOCK | 2301 | $1,967 | 15 | 0.00 | 15 | +Inf | 03-31-2024 | |
| TOLL BROTHERS INC | TOL | Liquidated | $0 | 0 | 0.00 | 1,953 | +Inf | 03-31-2024 | |
| SMART FOR LIFE INC R/S EFF 10/27/23 1 OLD / .3333334 NEW CU 83204U509 SMART FOR LIFE INC | SMFL | Liquidated | $0 | 0 | 0.00 | 2,334 | +Inf | 03-31-2024 | |
| CROWDSTRIKE HLDGS INC | COMMON STOCK | 2304 | $1,915 | 6 | 0.00 | 6 | +Inf | 03-31-2024 |
