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 |
|---|---|---|---|---|---|---|---|---|---|
| ADVANCE AUTO PARTS INC | COM | 2451 | $11,682 | 137 | 0.00 | 0.00 | 10 | 7.87 | 03-31-2024 |
| INVESCO EXCHANGE TRADED FD T | OIL & GAS SERVIC | 2452 | $11,644 | 367 | 0.00 | 0.00 | -24 | -6.14 | 03-31-2024 |
| NUSHARES ETF TR | NUVEEN ESG SMLCP | 2453 | $11,604 | 279 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ENI S P A | SPONSORED ADR | 2454 | $11,596 | 366 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
