Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
ORG PARTNERS LLC | 05-06-2024 | 03-31-2024 | 69228 | 52,580,487 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
AMERICAN FUNDS AMERICAN | AFMFX | Liquidated | $0 | 0 | 0.00 | 1,594 | +Inf | 03-31-2024 | |
ECOLAB INC | COMMON STOCK | 852 | $76,003 | 333 | 0.00 | 333 | +Inf | 03-31-2024 | |
CONSTELLATION BRAND | STZ | Liquidated | $0 | 0 | 0.00 | 603 | +Inf | 03-31-2024 | |
CISCO SYS INC COM | CSCO | Liquidated | $0 | 0 | 0.00 | 7,174 | +Inf | 03-31-2024 |