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 |
|---|---|---|---|---|---|---|---|---|---|
| FREEPORT-MCMORAN INC | COMMON STOCK | 2751 | $284 | 6 | 0.00 | 6 | +Inf | 03-31-2024 | |
| BLOCK H & R INCORP | HRB | Liquidated | $0 | 0 | 0.00 | 6 | +Inf | 03-31-2024 | |
| VANGUARD UTILITIES ETF | VPU | Liquidated | $0 | 0 | 0.00 | 275 | +Inf | 03-31-2024 | |
| KRATOS DEF & SEC SOL | COMMON STOCK | 2754 | $275 | 15 | 0.00 | 15 | +Inf | 03-31-2024 |
