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
AEGON LTD AMER REG 1 CERT 3751 $1,035 171 0.00 0.00 0 0.00 03-31-2024
ADDUS HOMECARE CORP COM 3752 $1,033 10 0.00 0.00 3 42.86 03-31-2024
QUAKER HOUGHTON COM 3753 $1,026 5 0.00 0.00 3 150.00 03-31-2024
CHICOS FAS INC COM Liquidated $0 0 0.00 0.00 0 0.00 12-31-2023
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