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 |
|---|---|---|---|---|---|---|---|---|---|
| BLACK STONE MINERALS LP | LIMITED PARTNERSHP | 501 | $223,650 | 13,900 | 0.00 | 13,900 | +Inf | 03-31-2024 | |
| ISHARES TR SELECT DIVID ETF FD | DVY | Liquidated | $0 | 0 | 0.00 | 2,157 | +Inf | 03-31-2024 | |
| IBM CORP | COMMON STOCK | 503 | $222,023 | 1,168 | 0.00 | 1,168 | +Inf | 03-31-2024 | |
| SYSCO CORP | SYY | Liquidated | $0 | 0 | 0.00 | 4,075 | +Inf | 03-31-2024 |
