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 |
|---|---|---|---|---|---|---|---|---|---|
| AIR PRODS & CHEMS INC | COM | 251 | $1,983,761 | 8,188 | 0.00 | 0.00 | 718 | 9.61 | 03-31-2024 |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 252 | $1,978,859 | 50,714 | 0.00 | 0.00 | -2,889 | -5.39 | 03-31-2024 |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | 253 | $1,958,679 | 38,709 | 0.00 | 0.00 | 875 | 2.31 | 03-31-2024 |
| WILLIAMS COS INC | COM | 254 | $1,957,612 | 50,234 | 0.00 | 0.00 | 20,207 | 67.30 | 03-31-2024 |
