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 |
|---|---|---|---|---|---|---|---|---|---|
| AZUL S A | SPONSR ADR PFD | 2801 | $6,216 | 800 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| LIFESTANCE HEALTH GROUP INC | COM | 2802 | $6,170 | 1,000 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| MORNINGSTAR INC | COM | 2803 | $6,167 | 20 | 0.00 | 0.00 | 8 | 66.67 | 03-31-2024 |
| ISHARES INC | CUR HD MSCI EM | 2804 | $6,157 | 240 | 0.00 | 240 | +Inf | 03-31-2024 |
