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 |
|---|---|---|---|---|---|---|---|---|---|
| WENDYS CO | COM | 1601 | $48,072 | 2,552 | 0.00 | 0.00 | -199 | -7.23 | 03-31-2024 |
| ISHARES TR | IBONDS 24 TRM HG | 1602 | $47,842 | 2,052 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| E L F BEAUTY INC | COM | 1603 | $47,831 | 244 | 0.00 | 0.00 | 108 | 79.41 | 03-31-2024 |
| PATRICK INDS INC | COM | 1604 | $47,788 | 400 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
