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 |
|---|---|---|---|---|---|---|---|---|---|
| FLUOR CORP NEW | COM | 2501 | $10,697 | 253 | 0.00 | 0.00 | -70 | -21.67 | 03-31-2024 |
| PORTLAND GEN ELEC CO | COM NEW | 2502 | $10,637 | 253 | 0.00 | 0.00 | -292 | -53.58 | 03-31-2024 |
| CIVITAS RESOURCES INC | COM NEW | 2503 | $10,627 | 140 | 0.00 | 0.00 | -196 | -58.33 | 03-31-2024 |
| APA CORPORATION | COM | 2504 | $10,609 | 309 | 0.00 | 0.00 | -316 | -50.56 | 03-31-2024 |
