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 |
|---|---|---|---|---|---|---|---|---|---|
| INVESCO EXCHANGE TRADED FD T | FTSE RAFI 1000 | 1501 | $58,128 | 1,511 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ISHARES INC | MSCI HONG KG ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | 3,453 | 1973.14 | 03-31-2024 |
| REGIONS FINANCIAL CORP NEW | COM | 1503 | $57,983 | 2,756 | 0.00 | 0.00 | 264 | 10.59 | 03-31-2024 |
| ROLLINS INC | COM | 1504 | $57,930 | 1,252 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
