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 |
|---|---|---|---|---|---|---|---|---|---|
| DESIGNER BRANDS INC | CL A | 3001 | $4,464 | 408 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ASYMMETRIC ETFS TRUST | SMART ALPHA S&P | Liquidated | $0 | 0 | 0.00 | 0.00 | 150 | 750.00 | 12-31-2023 |
| TECK RESOURCES LTD | CL B | 3003 | $4,457 | 97 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| PHINIA INC | COMMON STOCK | 3004 | $4,435 | 115 | 0.00 | 0.00 | -8 | -6.50 | 03-31-2024 |
