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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | MODERT ALLOC ETF | 1851 | $30,205 | 706 | 0.00 | 0.00 | -1,511 | -68.16 | 03-31-2024 |
| NEOS ETF TRUST | NEOS ENHCD INME | 1852 | $30,178 | 636 | 0.00 | 0.00 | 596 | 1490.00 | 03-31-2024 |
| TAPESTRY INC | COM | 1853 | $30,102 | 634 | 0.00 | 0.00 | 4 | 0.63 | 03-31-2024 |
| PRINCIPAL EXCHANGE TRADED FD | PRIN U S SMALL | 1854 | $30,041 | 606 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
