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 |
|---|---|---|---|---|---|---|---|---|---|
| WISDOMTREE TR | US SMALLCAP DIVD | 1651 | $43,040 | 1,317 | 0.00 | 0.00 | -526 | -28.54 | 03-31-2024 |
| NETEASE INC | SPONSORED ADS | 1652 | $42,940 | 415 | 0.00 | 0.00 | 19 | 4.80 | 03-31-2024 |
| FIRST TR EXCH TRADED FD III | CALIF MUN INCM | 1653 | $42,879 | 864 | 0.00 | 0.00 | -32 | -3.57 | 03-31-2024 |
| HEALTHCARE RLTY TR | CL A COM | 1654 | $42,830 | 3,027 | 0.00 | 0.00 | -4,643 | -60.53 | 03-31-2024 |
