Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| RETIREMENT GROUP LLC | 04-30-2024 | 03-31-2024 | 847 | 279,271,765 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| FRANKLIN TEMPLETON ETF TR | FTSE SOUTH KOREA | 1001 | $8,930 | 382 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| COLUMBIA ETF TR I | INTERNATIONAL | 1002 | $8,833 | 289 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ALBEMARLE CORP | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| CBRE GROUP INC | CL A | 1004 | $8,752 | 90 | 0.00 | 0.00 | -26 | -22.41 | 03-31-2024 |
