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 |
|---|---|---|---|---|---|---|---|---|---|
| COSTCO WHSL CORP NEW | COM | 201 | $250,928 | 343 | 0.00 | 0.00 | 6 | 1.78 | 03-31-2024 |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | 202 | $249,507 | 2,258 | 0.00 | 0.00 | 1 | 0.04 | 03-31-2024 |
| ALTRIA GROUP INC | COM | 203 | $249,286 | 5,715 | 0.00 | 0.00 | 4 | 0.07 | 03-31-2024 |
| J P MORGAN EXCHANGE-TRADED F | EQUITY PREMIUM | 204 | $239,308 | 4,136 | 0.00 | 0.00 | 930 | 29.01 | 03-31-2024 |
