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
KRANESHARES TRUST CSI CHI INTERNET 3601 $1,496 57 0.00 0.00 0 0.00 03-31-2024
LIVENT CORP COM Liquidated $0 0 0.00 0.00 -215 -71.43 12-31-2023
PERRIGO CO PLC SHS 3603 $1,494 46 0.00 0.00 12 35.29 03-31-2024
VOYA GLBL ADV & PREM OPP FD COM 3604 $1,483 164 0.00 0.00 0 0.00 03-31-2024
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