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 |
|---|---|---|---|---|---|---|---|---|---|
| EATON VANCE TAX-MANAGED DIVE | COM | 2001 | $23,981 | 1,795 | 0.00 | 0.00 | -1,041 | -36.71 | 03-31-2024 |
| PREMIER INC | CL A | 2002 | $23,979 | 1,085 | 0.00 | 0.00 | -498 | -31.46 | 03-31-2024 |
| CENTERPOINT ENERGY INC | COM | 2003 | $23,960 | 841 | 0.00 | 0.00 | -53 | -5.93 | 03-31-2024 |
| INGEVITY CORP | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 65 | 13.18 | 12-31-2023 |
