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 |
|---|---|---|---|---|---|---|---|---|---|
| SSGA ACTIVE TR | SPDR SSGA FXD | 1451 | $62,665 | 2,445 | 0.00 | 0.00 | 75 | 3.16 | 03-31-2024 |
| ISHARES TR | MSCI EAFE SMCP | 1452 | $62,654 | 1,989 | 0.00 | 0.00 | 346 | 21.06 | 03-31-2024 |
| 908 DEVICES INC | COM | Liquidated | $0 | 0 | 0.00 | 10,000 | +Inf | 12-31-2023 | |
| KELLANOVA | COM | 1454 | $62,287 | 1,087 | 0.00 | 0.00 | -55 | -4.82 | 03-31-2024 |
