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 |
|---|---|---|---|---|---|---|---|---|---|
| SSGA ACTIVE ETF TR | BLACKSTONE SENR | 201 | $2,849,323 | 67,664 | 0.00 | 0.00 | 4,114 | 6.47 | 03-31-2024 |
| ISHARES TR | MSCI EAFE ETF | 202 | $2,814,450 | 35,242 | 0.00 | 0.00 | 1,508 | 4.47 | 03-31-2024 |
| PROSHARES TR | S&P 500 DV ARIST | 203 | $2,811,721 | 27,726 | 0.00 | 0.00 | -2,159 | -7.22 | 03-31-2024 |
| ISHARES TR | RUS MDCP VAL ETF | 204 | $2,778,198 | 22,167 | 0.00 | 0.00 | -264 | -1.18 | 03-31-2024 |
