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 |
|---|---|---|---|---|---|---|---|---|---|
| MODERNA INC | COM | 701 | $22,271 | 209 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| IOVANCE BIOTHERAPEUTICS INC | COM | 702 | $22,230 | 1,500 | 0.00 | 0.00 | 500 | 50.00 | 03-31-2024 |
| PLAINS ALL AMERN PIPELINE L | UNIT LTD PARTN | 703 | $22,196 | 1,264 | 0.00 | 0.00 | 900 | 247.25 | 03-31-2024 |
| SCHWAB STRATEGIC TR | SCHWB FDT INT LG | 704 | $21,865 | 614 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
