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 |
|---|---|---|---|---|---|---|---|---|---|
| CANADIAN NAT RES LTD | COM | 1651 | $992 | 13 | 0.00 | 0.00 | -2 | -13.33 | 03-31-2024 |
| LAM RESEARCH CORP | COM | 1652 | $972 | 1 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ASML HOLDING N V | N Y REGISTRY SHS | 1653 | $970 | 1 | 0.00 | 0.00 | -40 | -97.56 | 03-31-2024 |
| WK KELLOGG CO | COM SHS | 1654 | $959 | 51 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
