Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| RETIREMENT INCOME SOLUTIONS INC | 08-01-2024 | 06-30-2024 | 141 | 413,915,329 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| NOVO-NORDISK A S | ADR | 151 | $293,473 | 2,056 | 0.00 | 0.00 | 56 | 2.80 | 06-30-2024 |
| iShares Nasdaq Biotechnology ETF | ISHARES BIOTECH | Liquidated | $0 | 0 | 0.00 | 0.00 | 41 | 2.00 | 06-30-2024 |
| ISHARES TR | RUSSELL 3000 ETF | 153 | $285,211 | 924 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| INNOVATOR ETFS TRUST | US EQTY PWR BUF | 154 | $282,752 | 7,938 | 0.00 | 7,938 | +Inf | 06-30-2024 |
