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 |
|---|---|---|---|---|---|---|---|---|---|
| CITIGROUP INC | COM NEW | 501 | $629,322 | 9,951 | 0.00 | 0.00 | 307 | 3.18 | 03-31-2024 |
| WP CAREY INC | COM | 502 | $627,666 | 11,121 | 0.00 | 0.00 | -1,006 | -8.30 | 03-31-2024 |
| SPDR SER TR | S&P 600 SMCP VAL | 503 | $624,803 | 7,530 | 0.00 | 0.00 | -20,054 | -72.70 | 03-31-2024 |
| FIRST TR EXCHANGE-TRADED ALP | MID CP GR ALPH | 504 | $624,765 | 8,263 | 0.00 | 0.00 | -35 | -0.42 | 03-31-2024 |
