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 S&P500 MIN VAR 3401 $2,139 50 0.00 0.00 0 0.00 03-31-2024
NOMURA HLDGS INC SPONSORED ADR 3402 $2,138 333 0.00 0.00 0 0.00 03-31-2024
NEW YORK TIMES CO CL A Liquidated $0 0 0.00 0.00 0 0.00 12-31-2023
SCHRODINGER INC COM 3404 $2,133 79 0.00 0.00 0 0.00 03-31-2024
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