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
AXALTA COATING SYS LTD COM 3651 $1,307 38 0.00 0.00 31 442.86 03-31-2024
KEMPER CORP COM 3652 $1,300 21 0.00 0.00 0 0.00 03-31-2024
DYNATRACE INC COM NEW 3653 $1,300 28 0.00 0.00 -25 -47.17 03-31-2024
FIRST TR EXCHANGE TRADED FD CONSUMR DISCRE 3654 $1,291 20 0.00 0.00 0 0.00 03-31-2024
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