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 |
|---|---|---|---|---|---|---|---|---|---|
| LIVE NATION ENTRTMNT | COMMON STOCK | 2401 | $1,144 | 11 | 0.00 | 11 | +Inf | 03-31-2024 | |
| INVESCO INTERN DVLP DYN | IMFL | Liquidated | $0 | 0 | 0.00 | 1,140 | +Inf | 03-31-2024 | |
| ISHARES ESG AWARE US | EAGG | Liquidated | $0 | 0 | 0.00 | 1,140 | +Inf | 03-31-2024 | |
| GOLDMAN SACHS GROUP | GS | Liquidated | $0 | 0 | 0.00 | 1,138 | +Inf | 03-31-2024 |
