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 |
|---|---|---|---|---|---|---|---|---|---|
| KELLANOVA | COM | 901 | $11,859 | 207 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| SPDR SER TR | PORTFOLIO SH TSR | 902 | $11,846 | 410 | 0.00 | 0.00 | 3 | 0.74 | 03-31-2024 |
| ASGN INC | COM | 903 | $11,838 | 113 | 0.00 | 0.00 | 5 | 4.63 | 03-31-2024 |
| FERGUSON PLC NEW | SHS | 904 | $11,795 | 54 | 0.00 | 54 | +Inf | 03-31-2024 |
