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
DIGITALBRIDGE GROUP INC CL A NEW 4201 $308 16 0.00 0.00 0 0.00 03-31-2024
DOUGLAS EMMETT INC COM 4202 $305 22 0.00 0.00 0 0.00 03-31-2024
SOLID POWER INC CLASS A COM 4203 $305 150 0.00 0.00 0 0.00 03-31-2024
SOTERA HEALTH CO COM Liquidated $0 0 0.00 20 +Inf 03-31-2024
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