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 |
|---|---|---|---|---|---|---|---|---|---|
| CARDINAL HEALTH INC | COM | 551 | $37,039 | 331 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| PIMCO ETF TR | ACTIVE BD ETF | 552 | $36,744 | 400 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| SPDR SER TR | PRTFLO S&P500 GW | 553 | $36,575 | 500 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| CISCO SYS INC | COM | 554 | $36,240 | 726 | 0.00 | 0.00 | 263 | 56.80 | 03-31-2024 |
