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 |
|---|---|---|---|---|---|---|---|---|---|
| SONY GROUP CORP | SPONSORED ADR | 1001 | $147,279 | 1,718 | 0.00 | 0.00 | -3 | -0.17 | 03-31-2024 |
| DEXCOM INC | COM | 1002 | $146,606 | 1,057 | 0.00 | 0.00 | 24 | 2.32 | 03-31-2024 |
| BROWN & BROWN INC | COM | 1003 | $146,382 | 1,672 | 0.00 | 0.00 | 874 | 109.52 | 03-31-2024 |
| SPDR SER TR | FTSE INT GVT ETF | 1004 | $146,142 | 3,655 | 0.00 | 0.00 | 3 | 0.08 | 03-31-2024 |
