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 |
|---|---|---|---|---|---|---|---|---|---|
| HERCULES CAPITAL INC | COM | 1351 | $73,884 | 4,005 | 0.00 | 0.00 | -780 | -16.30 | 03-31-2024 |
| INNOVATOR ETFS TRUST | LADERD ALCTN PWR | 1352 | $73,838 | 1,769 | 0.00 | 1,769 | +Inf | 03-31-2024 | |
| MIDDLESEX WTR CO | COM | 1353 | $73,830 | 1,406 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| FIRST TR EXCHANGE-TRADED FD | BUYWRIT INCM ETF | 1354 | $73,678 | 3,279 | 0.00 | 0.00 | 597 | 22.26 | 03-31-2024 |
