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
INVESCO EXCH TRADED FD TR II EMRNG MKT SVRG 2351 $13,442 657 0.00 0.00 -333 -33.64 03-31-2024
OWENS & MINOR INC NEW COM 2352 $13,439 485 0.00 0.00 0 0.00 03-31-2024
NEW YORK MTG TR INC COM Liquidated $0 0 0.00 0.00 0 0.00 03-31-2024
LUCID GROUP INC COM 2354 $13,321 4,674 0.00 0.00 -2,146 -31.47 03-31-2024
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