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 |
|---|---|---|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | SCHWB FDT INT SC | 851 | $13,904 | 392 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ACCENTURE PLC IRELAND | SHS CLASS A | 852 | $13,864 | 40 | 0.00 | 40 | +Inf | 03-31-2024 | |
| LOWES COS INC | COM | 853 | $13,755 | 54 | 0.00 | 54 | +Inf | 03-31-2024 | |
| VIATRIS INC | COM | 854 | $13,635 | 1,142 | 0.00 | 0.00 | 1,124 | 6244.44 | 03-31-2024 |
