Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
ORG PARTNERS LLC | 05-06-2024 | 03-31-2024 | 69228 | 52,580,487 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
TRANE TECHNOLOGIES PLC F | TT | Liquidated | $0 | 0 | 0.00 | 443 | +Inf | 03-31-2024 | |
GLDMN SACH ACTVBETA EMRG | GEM | Liquidated | $0 | 0 | 0.00 | 443 | +Inf | 03-31-2024 | |
KYNDRYL HLDGS INC COM | KD | Liquidated | $0 | 0 | 0.00 | 160 | +Inf | 03-31-2024 | |
ISHARES ESG AWARE MSCI | ESGE | Liquidated | $0 | 0 | 0.00 | 442 | +Inf | 03-31-2024 |