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 |
|---|---|---|---|---|---|---|---|---|---|
| BLACKROCK MUN TARGET TERM TR | COM SHS BEN IN | 1501 | $1,390 | 66 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| DAVITA INC | COM | 1502 | $1,381 | 10 | 0.00 | 10 | +Inf | 03-31-2024 | |
| DEUTSCHE BANK A G | NAMEN AKT | 1503 | $1,372 | 87 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ISHARES TR | US HLTHCR PR ETF | 1504 | $1,364 | 25 | 0.00 | 0.00 | 20 | 400.00 | 03-31-2024 |
