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 |
|---|---|---|---|---|---|---|---|---|---|
| UNITED RENTALS INC | COM | 501 | $46,872 | 65 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| LILLY ELI & CO | COM | 502 | $46,835 | 60 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| BRITISH AMERN TOB PLC | SPONSORED ADR | 503 | $46,818 | 1,535 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| PALANTIR TECHNOLOGIES INC | CL A | 504 | $46,020 | 2,000 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
