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 |
|---|---|---|---|---|---|---|---|---|---|
| ETF SER SOLUTIONS | AAM LW DUR PFD | 651 | $25,274 | 1,195 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| VISA INC | COM CL A | 652 | $25,183 | 90 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ETF SER SOLUTIONS | AAM S&P 500 | 653 | $25,124 | 800 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| LINDE PLC | SHS | 654 | $25,073 | 54 | 0.00 | 54 | +Inf | 03-31-2024 |
