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 |
|---|---|---|---|---|---|---|---|---|---|
| EATON VANCE TAX MNGED BUY WR | COM | 551 | $532,803 | 39,033 | 0.00 | 0.00 | -2,513 | -6.05 | 03-31-2024 |
| PARKER-HANNIFIN CORP | COM | 552 | $528,703 | 951 | 0.00 | 0.00 | 42 | 4.62 | 03-31-2024 |
| CONSTELLATION ENERGY CORP | COM | 553 | $527,230 | 2,852 | 0.00 | 0.00 | 16 | 0.56 | 03-31-2024 |
| VANGUARD INDEX FDS | EXTEND MKT ETF | 554 | $524,332 | 2,992 | 0.00 | 0.00 | -606 | -16.84 | 03-31-2024 |
