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
BENTLEY SYS INC COM CL B 1301 $80,001 1,532 0.00 0.00 27 1.79 03-31-2024
INVESCO EXCH TRADED FD TR II S&P EMRNG MKTS 1302 $79,979 3,348 0.00 0.00 11 0.33 03-31-2024
GLOBAL X FDS GLOBAL X URANIUM 1303 $79,917 2,772 0.00 0.00 -27,639 -90.88 03-31-2024
AMCOR PLC ORD 1304 $79,665 8,377 0.00 0.00 -20 -0.24 03-31-2024
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