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 |
|---|---|---|---|---|---|---|---|---|---|
| NEXTERA ENERGY INC | COM | 101 | $5,992,199 | 93,760 | 0.00 | 0.00 | 4,464 | 5.00 | 03-31-2024 |
| ISHARES TR | INTRM GOV CR ETF | 102 | $5,941,628 | 57,142 | 0.00 | 0.00 | -330 | -0.57 | 03-31-2024 |
| CENCORA INC | COM | 103 | $5,939,444 | 24,443 | 0.00 | 0.00 | 910 | 3.87 | 03-31-2024 |
| INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | 104 | $5,879,348 | 32,182 | 0.00 | 0.00 | 4,491 | 16.22 | 03-31-2024 |
