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 |
|---|---|---|---|---|---|---|---|---|---|
| VIPER ENERGY PARTNERS LP | COM UNT RP INT | 351 | $91,073 | 2,368 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| SCHWAB STRATEGIC TR | SCHWAB FDT US SC | 352 | $90,678 | 1,590 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| WISDOMTREE TR | US MIDCAP DIVID | 353 | $90,647 | 1,859 | 0.00 | 0.00 | 9 | 0.49 | 03-31-2024 |
| VANECK VECTORS ETF TR | GOLD MINERS ETF | 354 | $90,078 | 2,849 | 0.00 | 0.00 | -1,654 | -36.73 | 03-31-2024 |
