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 INTL DEVPPTY ETF Liquidated $0 0 0.00 798 +Inf 03-31-2024
BARCLAYS BANK PLC DJUBS CMDT ETN36 Liquidated $0 0 0.00 0.00 -354 -32.63 03-31-2024
PLAINS ALL AMERN PIPELINE L UNIT LTD PARTN 2053 $21,915 1,248 0.00 0.00 0 0.00 03-31-2024
NEXTERA ENERGY INC UNIT 09/01/2025 2054 $21,879 562 0.00 0.00 0 0.00 03-31-2024
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