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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | BRAZIL SM-CP ETF | 1151 | $5,816 | 400 | 0.00 | 400 | +Inf | 03-31-2024 | |
| MAIN STR CAP CORP | COM | 1152 | $5,677 | 120 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| KENVUE INC | COM | 1153 | $5,665 | 264 | 0.00 | 264 | +Inf | 03-31-2024 | |
| RIVIAN AUTOMOTIVE INC | COM CL A | 1154 | $5,639 | 515 | 0.00 | 0.00 | 300 | 139.53 | 03-31-2024 |
