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 |
|---|---|---|---|---|---|---|---|---|---|
| HERSHA HOSPITALITY TR | PR SHS BEN INT | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| WESTERN ASSET MUN HIGH INCOM | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 4 | 1.48 | 12-31-2023 |
| J P MORGAN EXCHANGE TRADED F | JPMORGAM LTD DUR | 3553 | $1,673 | 33 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| KENNAMETAL INC | COM | 3554 | $1,671 | 67 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
