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 |
|---|---|---|---|---|---|---|---|---|---|
| INNOVATOR ETFS TR | S&P INVT GRD PFD | Liquidated | $0 | 0 | 0.00 | 0.00 | -300 | -60.00 | 03-31-2024 |
| CANNAE HLDGS INC | COM | Liquidated | $0 | 0 | 0.00 | 204 | +Inf | 12-31-2023 | |
| PIMCO ETF TR | ENHNCD LW DUR AC | Liquidated | $0 | 0 | 0.00 | 40 | +Inf | 12-31-2023 | |
| FOX CORP | CL B COM | 3104 | $3,740 | 131 | 0.00 | 0.00 | -66 | -33.50 | 03-31-2024 |
