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 |
|---|---|---|---|---|---|---|---|---|---|
| WESTERN MIDSTREAM PARTNERS L | COM UNIT LP INT | 451 | $56,556 | 1,591 | 0.00 | 0.00 | 456 | 40.18 | 03-31-2024 |
| ISHARES TR | GBL COMM SVC ETF | 452 | $56,290 | 669 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| DEVON ENERGY CORP NEW | COM | 453 | $55,700 | 1,110 | 0.00 | 0.00 | 199 | 21.84 | 03-31-2024 |
| EATON VANCE TAX-MANAGED BUY- | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
