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 |
|---|---|---|---|---|---|---|---|---|---|
| ENERPLUS CORP | COM | 1951 | $26,050 | 1,325 | 0.00 | 0.00 | -129 | -8.87 | 03-31-2024 |
| INNOSPEC INC | COM | 1952 | $26,046 | 202 | 0.00 | 0.00 | -18 | -8.18 | 03-31-2024 |
| SONENDO INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| FIRST TR EXCHANGE TRADED FD | INDXX NAT RE ETF | 1954 | $26,008 | 1,959 | 0.00 | 0.00 | 4 | 0.20 | 03-31-2024 |
