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 |
|---|---|---|---|---|---|---|---|---|---|
| INVESCO BLETSHS 2025 | BSMP | Liquidated | $0 | 0 | 0.00 | 850 | +Inf | 03-31-2024 | |
| SPDR PORT INTER TRM | SPTI | Liquidated | $0 | 0 | 0.00 | 845 | +Inf | 03-31-2024 | |
| PAYPAL HOLDINGS INCORPOR | COMMON STOCK | 2503 | $845 | 13 | 0.00 | 13 | +Inf | 03-31-2024 | |
| HUBBELL INC | COMMON STOCK | 2504 | $841 | 2 | 0.00 | 2 | +Inf | 03-31-2024 |
