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 |
|---|---|---|---|---|---|---|---|---|---|
| ALPHATEC HLDGS INC | COM NEW | 2201 | $17,238 | 1,250 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ARK ETF TR | AUTNMUS TECHNLGY | 2202 | $17,234 | 315 | 0.00 | 0.00 | -588 | -65.12 | 03-31-2024 |
| VANECK ETF TRUST | SOCIAL SENTIMENT | 2203 | $17,224 | 803 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| DT MIDSTREAM INC | COMMON STOCK | 2204 | $17,108 | 280 | 0.00 | 0.00 | -1 | -0.36 | 03-31-2024 |
