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 |
|---|---|---|---|---|---|---|---|---|---|
| BLOOM ENERGY CORP | COM CL A | 1101 | $120,043 | 10,680 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| BLOCK H & R INC | COM | 1102 | $120,030 | 2,444 | 0.00 | 0.00 | 562 | 29.86 | 03-31-2024 |
| J P MORGAN EXCHANGE TRADED F | GLOBAL SEL EQUIT | 1103 | $119,757 | 2,086 | 0.00 | 2,086 | +Inf | 03-31-2024 | |
| MONTROSE ENVIRONMENTAL GROUP | COM | 1104 | $119,571 | 3,053 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
