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 |
|---|---|---|---|---|---|---|---|---|---|
| BERKSHIRE HATHAWAY | COMMON STOCK | 51 | $2,740,963 | 6,523 | 0.01 | 6,523 | +Inf | 03-31-2024 | |
| BERKSHIRE HATHAWAY | BRK/B | Liquidated | $0 | 0 | 0.00 | 21,115 | +Inf | 03-31-2024 | |
| ISHARES TR ISHARES 0-3 MNTH TREAS BD ETF | SGOV | Liquidated | $0 | 0 | 0.00 | 40,144 | +Inf | 03-31-2024 | |
| APPLE INC COM | AAPL | Liquidated | $0 | 0 | 0.00 | 53,594 | +Inf | 03-31-2024 |
