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 |
|---|---|---|---|---|---|---|---|---|---|
| SPDR SER TR | PORTFOLIO S&P600 | 51 | $10,609,620 | 246,506 | 0.00 | 0.00 | 3,203 | 1.32 | 03-31-2024 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 52 | $10,352,382 | 247,843 | 0.00 | 0.00 | 49,335 | 24.85 | 03-31-2024 |
| INVESCO EXCHANGE TRADED FD T | S&P 500 TOP 50 | 53 | $10,342,957 | 245,501 | 0.00 | 0.00 | 16,656 | 7.28 | 03-31-2024 |
| META PLATFORMS INC | CL A | 54 | $10,070,142 | 20,738 | 0.00 | 0.00 | 994 | 5.03 | 03-31-2024 |
