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 |
|---|---|---|---|---|---|---|---|---|---|
| INVESCO EXCH TRADED FD TR II | S&P SMLCP INFO | 1101 | $6,403 | 138 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ON SEMICONDUCTOR CORP | COM | 1102 | $6,399 | 87 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| JETBLUE AWYS CORP | COM | 1103 | $6,345 | 302 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| SCHWAB STRATEGIC TR | INTL SCEQT ETF | 1104 | $6,301 | 176 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
