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 |
|---|---|---|---|---|---|---|---|---|---|
| MICROSOFT CORP | COMMON STOCK | 401 | $298,927 | 700 | 0.00 | 700 | +Inf | 03-31-2024 | |
| ATMOS ENERGY CORP | ATO | Liquidated | $0 | 0 | 0.00 | 3,323 | +Inf | 03-31-2024 | |
| AMERICAN FUNDS CAPITAL W | FWGIX | Liquidated | $0 | 0 | 0.00 | 5,347 | +Inf | 03-31-2024 | |
| SALESFORCE INC | CRM | Liquidated | $0 | 0 | 0.00 | 2,903 | +Inf | 03-31-2024 |
