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 |
|---|---|---|---|---|---|---|---|---|---|
| BW LPG LTD F | BWLLY | Liquidated | $0 | 0 | 0.00 | 1,000 | +Inf | 03-31-2024 | |
| DENTSPLY SIRONA INC | XRAY | Liquidated | $0 | 0 | 0.00 | 992 | +Inf | 03-31-2024 | |
| BRIT AMER TOBACCO F | BTI | Liquidated | $0 | 0 | 0.00 | 989 | +Inf | 03-31-2024 | |
| ISHARES ESG ADVANCED | USXF | Liquidated | $0 | 0 | 0.00 | 980 | +Inf | 03-31-2024 |
