Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
GLOBAL RETIREMENT PARTNERS LLC | 04-16-2024 | 03-31-2024 | 3384 | 2,681,645,965 |
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 |