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 |
|---|---|---|---|---|---|---|---|---|---|
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL STP | 601 | $29,802 | 905 | 0.00 | 0.00 | -2,750 | -75.24 | 03-31-2024 |
| BLACKROCK ETF TRUST II | FLEXIBLE INCOME | 602 | $29,640 | 565 | 0.00 | 0.00 | 510 | 927.27 | 03-31-2024 |
| WILLIAMS COS INC | COM | 603 | $29,617 | 760 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| MONDELEZ INTL INC | CL A | 604 | $29,610 | 423 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
