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 |
|---|---|---|---|---|---|---|---|---|---|
| WISDOMTREE TR | YIELD ENHANCD US | 1301 | $3,212 | 74 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| SOUTHWEST AIRLS CO | COM | 1302 | $3,182 | 109 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| COMPANHIA DE SANEAMENTO BASI | SPONSORED ADR | 1303 | $3,147 | 187 | 0.00 | 0.00 | -22 | -10.53 | 03-31-2024 |
| ISHARES TR | U.S. FINLS ETF | 1304 | $3,061 | 32 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
