Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
GLOBAL RETIREMENT PARTNERS LLC 01-17-2023 12-31-2023 3356 2,389,496,439
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
GALLAGHER ARTHUR J & CO COM 1 $120,294,787 515,247 0.01 0.01 3,401 0.66 12-31-2023
SPDR SER TR PORTFOLIO S&P500 2 $76,928,061 1,376,665 0.00 0.00 199,731 16.97 12-31-2023
APPLE INC COM 3 $63,982,910 348,434 0.00 0.00 18,535 5.62 12-31-2023
SPDR S&P 500 ETF TR TR UNIT 4 $51,479,820 108,395 0.00 0.00 6,566 6.45 12-31-2023
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