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 |
|---|---|---|---|---|---|---|---|---|---|
| STAG INDL INC | COM | 751 | $18,483 | 481 | 0.00 | 0.00 | 3 | 0.63 | 03-31-2024 |
| VANECK ETF TRUST | RARE EARTH/STRTG | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| KRAFT HEINZ CO | COM | 753 | $18,339 | 497 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| CAPITAL GROUP CORE BALANCED | SHS | 754 | $18,252 | 627 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
