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
CLEVELAND-CLIFFS INC CLF Liquidated $0 0 0.00 130 +Inf 03-31-2024
US STEEL X Liquidated $0 0 0.00 129 +Inf 03-31-2024
INVESCO LTD F IVZ Liquidated $0 0 0.00 115 +Inf 03-31-2024
NOVARTIS AG F NVS Liquidated $0 0 0.00 110 +Inf 03-31-2024
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