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 |
|---|---|---|---|---|---|---|---|---|---|
| STATE STREET 5.35 PFD | STT/PRG | Liquidated | $0 | 0 | 0.00 | 11 | +Inf | 03-31-2024 | |
| ISHARES CONVERTIBLE BOND | ICVT | Liquidated | $0 | 0 | 0.00 | 11 | +Inf | 03-31-2024 | |
| PATTERSON COMPANIES | COMMON STOCK | 3053 | $11 | 0 | 0.00 | 0 | NaN | 03-31-2024 | |
| VANGUARD S&P 500 GROWTH | VOOG | Liquidated | $0 | 0 | 0.00 | 10 | +Inf | 03-31-2024 |
