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 |
|---|---|---|---|---|---|---|---|---|---|
| CAPITAL GROUP GBL GROWTH EQT | SHS CREATION UNI | 401 | $72,835 | 2,529 | 0.00 | 0.00 | -68 | -2.62 | 03-31-2024 |
| OCCIDENTAL PETE CORP | COM | 402 | $71,916 | 1,107 | 0.00 | 0.00 | 13 | 1.19 | 03-31-2024 |
| AUTOMATIC DATA PROCESSING IN | COM | 403 | $71,102 | 285 | 0.00 | 0.00 | 88 | 44.67 | 03-31-2024 |
| INVESCO EXCH TRADED FD TR II | S&P SMLCP LOW | 404 | $68,207 | 1,543 | 0.00 | 0.00 | 4 | 0.26 | 03-31-2024 |
