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 |
|---|---|---|---|---|---|---|---|---|---|
| SPIRE INC. 5.9 PFD | PREFERRED STOCK | 2701 | $346 | 14 | 0.00 | 14 | +Inf | 03-31-2024 | |
| TRAVELERS COMPANIES | TRV | Liquidated | $0 | 0 | 0.00 | 343 | +Inf | 03-31-2024 | |
| A A O N INC | AAON | Liquidated | $0 | 0 | 0.00 | 342 | +Inf | 03-31-2024 | |
| KEYCORP 5.65 PFD | PREFERRED STOCK | 2704 | $341 | 16 | 0.00 | 16 | +Inf | 03-31-2024 |
