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
FIDELITY COVINGTON TRUST LOW VOLITY ETF 2851 $5,730 102 0.00 102 +Inf 03-31-2024
INVESCO EXCH TRADED FD TR II FTSE RAFI DEV 2852 $5,710 115 0.00 0.00 7 6.48 03-31-2024
ROCKET PHARMACEUTICALS INC COM Liquidated $0 0 0.00 200 +Inf 03-31-2024
DIGITAL TURBINE INC COM NEW 2854 $5,701 2,176 0.00 0.00 -678 -23.76 03-31-2024
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