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 |
|---|---|---|---|---|---|---|---|---|---|
| EATON VANCE TAX-MANAGED GLOB | COM | 2651 | $8,054 | 982 | 0.00 | 0.00 | 21 | 2.19 | 03-31-2024 |
| FUTUREFUEL CORP | COM | 2652 | $8,050 | 1,000 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| FIDELITY COVINGTON TRUST | SML MID MLTFCT | Liquidated | $8,044 | 207 | 0.00 | 0.00 | 207 | +Inf | 03-31-2024 |
| FLEXSHARES TR | QUALT DIVD IDX | 2654 | $8,041 | 122 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
