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 |
|---|---|---|---|---|---|---|---|---|---|
| INVESCO EXCH TRADED FD TR II | FTSE RAFI EMNG | 1801 | $39 | 2 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| CO-DIAGNOSTICS INC | COM | 1802 | $39 | 35 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| 10X GENOMICS INC | CL A COM | 1803 | $38 | 1 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| VIRGIN GALACTIC HOLDINGS INC | COM | 1804 | $37 | 25 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
