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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | RUS MID CAP ETF | 451 | $751,251 | 8,934 | 0.00 | 0.00 | -190 | -2.08 | 03-31-2024 |
| VANGUARD BD INDEX FDS | INTERMED TERM | 452 | $749,719 | 9,943 | 0.00 | 0.00 | 384 | 4.02 | 03-31-2024 |
| PIMCO ETF TR | ACTIVE BD ETF | 453 | $746,742 | 8,129 | 0.00 | 0.00 | 2,580 | 46.49 | 03-31-2024 |
| CROWDSTRIKE HLDGS INC | CL A | 454 | $738,319 | 2,303 | 0.00 | 0.00 | -163 | -6.61 | 03-31-2024 |
