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 | US TELECOM ETF | 1451 | $1,978 | 90 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| LUMINAR TECHNOLOGIES INC | COM CL A | 1452 | $1,970 | 1,000 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| GOLDMAN SACHS ETF TR | ACTIVEBETA US LG | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| SIRIUS XM HOLDINGS INC | COM | 1454 | $1,940 | 500 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
