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 |
|---|---|---|---|---|---|---|---|---|---|
| WASTE MGMT INC DEL | COM | 251 | $170,946 | 802 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST FD OF BU | 252 | $170,836 | 6,110 | 0.00 | 6,110 | +Inf | 03-31-2024 | |
| KINDER MORGAN INC DEL | COM | 253 | $169,965 | 9,267 | 0.00 | 0.00 | 701 | 8.18 | 03-31-2024 |
| BK OF AMERICA CORP | COM | 254 | $165,719 | 4,370 | 0.00 | 0.00 | 53 | 1.23 | 03-31-2024 |
