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 |
|---|---|---|---|---|---|---|---|---|---|
| RENALYTIX PLC FSPONSORED ADR 1 ADR REPS 2 ORD SHS | ADS | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| ISHARES TR | RUS MDCP VAL ETF | 802 | $15,792 | 126 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | 803 | $15,780 | 500 | 0.00 | 500 | +Inf | 03-31-2024 | |
| DANAHER CORPORATION | COM | 804 | $15,732 | 63 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
