Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
GLOBAL RETIREMENT PARTNERS LLC | 01-17-2023 | 12-31-2023 | 3356 | 2,389,496,439 |
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 |