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 |
|---|---|---|---|---|---|---|---|---|---|
| NATIXIS ETF TR | GATEWAY QUALITY | 1251 | $89,907 | 1,678 | 0.00 | 1,678 | +Inf | 03-31-2024 | |
| ISHARES TR | GL TIMB FORE ETF | 1252 | $89,575 | 1,062 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| UNITED BANKSHARES INC WEST V | COM | 1253 | $89,428 | 2,499 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| FIDELITY COVINGTON TRUST | MSCI FINLS IDX | 1254 | $89,272 | 1,503 | 0.00 | 0.00 | 66 | 4.59 | 03-31-2024 |
