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 |
|---|---|---|---|---|---|---|---|---|---|
| INTERCONTINENTAL EXCHANGE IN | COM | 1201 | $4,947 | 36 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| GENERAC HLDGS INC | COM | 1202 | $4,919 | 39 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ISHARES INC | ESG AWR MSCI EM | 1203 | $4,887 | 152 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| GLOBAL X FDS | GB MSCI AR ETF | 1204 | $4,787 | 89 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
