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 | BIOTECHNOLOGY | 1701 | $38,829 | 600 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| WSFS FINL CORP | COM | 1702 | $38,775 | 859 | 0.00 | 0.00 | -67 | -7.24 | 03-31-2024 |
| NATIONAL STORAGE AFFILIATES | COM SHS BEN IN | 1703 | $38,716 | 989 | 0.00 | 0.00 | 11 | 1.12 | 03-31-2024 |
| BRADY CORP | CL A | 1704 | $38,651 | 652 | 0.00 | 0.00 | 598 | 1107.41 | 03-31-2024 |
