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 |
|---|---|---|---|---|---|---|---|---|---|
| ORGANON & CO | COMMON STOCK | 2601 | $555 | 30 | 0.00 | 30 | +Inf | 03-31-2024 | |
| QUALCOMM INC | COMMON STOCK | 2602 | $552 | 3 | 0.00 | 3 | +Inf | 03-31-2024 | |
| XOS INC | XOS | Liquidated | $0 | 0 | 0.00 | 1,600 | +Inf | 03-31-2024 | |
| NUVEEN ESG SMALL CAP | NUSC | Liquidated | $0 | 0 | 0.00 | 542 | +Inf | 03-31-2024 |
