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 |
|---|---|---|---|---|---|---|---|---|---|
| CHEVRON CORP | COMMON STOCK | 601 | $151,041 | 949 | 0.00 | 949 | +Inf | 03-31-2024 | |
| ROCKWELL AUTOMATION | ROK | Liquidated | $0 | 0 | 0.00 | 527 | +Inf | 03-31-2024 | |
| INTEL CORP | COMMON STOCK | 603 | $149,893 | 3,367 | 0.00 | 3,367 | +Inf | 03-31-2024 | |
| PROGRESSIVE CO OHIO | PGR | Liquidated | $0 | 0 | 0.00 | 1,066 | +Inf | 03-31-2024 |
