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
CLOUDFLARE INC CL A COM 1201 $99,057 1,023 0.00 0.00 17 1.69 03-31-2024
FORTIVE CORP COM 1202 $98,974 1,151 0.00 0.00 31 2.77 03-31-2024
LINDSAY CORP COM 1203 $98,674 839 0.00 0.00 0 0.00 03-31-2024
STATE STR CORP COM 1204 $98,560 1,275 0.00 0.00 -81 -5.97 03-31-2024
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