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 |
|---|---|---|---|---|---|---|---|---|---|
| QUANTA SVCS INC | COM | 151 | $4,035,326 | 15,532 | 0.00 | 0.00 | 527 | 3.51 | 03-31-2024 |
| ONEOK INC NEW | COM | 152 | $3,994,268 | 49,822 | 0.00 | 0.00 | 3,063 | 6.55 | 03-31-2024 |
| THERMO FISHER SCIENTIFIC INC | COM | 153 | $3,956,804 | 6,808 | 0.00 | 0.00 | 127 | 1.90 | 03-31-2024 |
| ISHARES TR | IBONDS 25 TRM TS | 154 | $3,913,260 | 168,457 | 0.00 | 0.00 | 97,509 | 137.44 | 03-31-2024 |
