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 |
|---|---|---|---|---|---|---|---|---|---|
| LOWES COMPANIES INC | LOW | Liquidated | $0 | 0 | 0.00 | 3,826 | +Inf | 03-31-2024 | |
| WESTERN ASSET MUNICIPAL | CLOSED END MUTL FUND | 252 | $460,198 | 67,875 | 0.00 | 67,875 | +Inf | 03-31-2024 | |
| UNITEDHEALTH GRP INC | UNH | Liquidated | $0 | 0 | 0.00 | 1,391 | +Inf | 03-31-2024 | |
| PRIMARK PRIVATE EQUITY I | PMPEX | Liquidated | $0 | 0 | 0.00 | 39,666 | +Inf | 03-31-2024 |
