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
CUBESMART COM 2901 $5,147 114 0.00 0.00 0 0.00 03-31-2024
ESCO TECHNOLOGIES INC COM 2902 $5,138 48 0.00 0.00 0 0.00 03-31-2024
CAMBRIA ETF TR EMRG SHAREHLDR 2903 $5,132 153 0.00 153 +Inf 03-31-2024
INTERCORP FINL SVCS INC SHS Liquidated $0 0 0.00 0.00 0 0.00 12-31-2023
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