Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 04-16-2024 | 03-31-2024 | 3384 | 2,681,645,965 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| GALLAGHER ARTHUR J & CO | COM | 1 | $126,488,502 | 505,873 | 0.00 | 0.01 | -9,374 | -1.82 | 03-31-2024 |
| SPDR SER TR | PORTFOLIO S&P500 | 2 | $92,908,733 | 1,509,975 | 0.00 | 0.00 | 133,310 | 9.68 | 03-31-2024 |
| SPDR S&P 500 ETF TR | TR UNIT | 3 | $60,203,259 | 115,096 | 0.00 | 0.00 | 6,701 | 6.18 | 03-31-2024 |
| ISHARES TR | CORE S&P500 ETF | 4 | $55,993,132 | 106,505 | 0.00 | 0.00 | 3,991 | 3.89 | 03-31-2024 |
