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
INVESCO EXCH TRADED FD TR II INTL BUYBACK Liquidated $0 0 0.00 80 +Inf 03-31-2024
C H ROBINSON WORLDWIDE INC COM NEW 3252 $2,893 38 0.00 0.00 14 58.33 03-31-2024
TFI INTL INC COM 3253 $2,870 18 0.00 18 +Inf 03-31-2024
WARRIOR MET COAL INC COM 3254 $2,868 47 0.00 0.00 22 88.00 03-31-2024
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