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
BITWISE BITCOIN ETF TR SHS BEN INT 601 $435,758 11,257 0.00 11,257 +Inf 03-31-2024
KROGER CO COM 602 $435,048 7,615 0.00 0.00 -305 -3.85 03-31-2024
GILEAD SCIENCES INC COM 603 $434,674 5,934 0.00 0.00 -810 -12.01 03-31-2024
WISDOMTREE TR US LARGECAP DIVD 604 $433,789 6,009 0.00 0.00 -980 -14.02 03-31-2024
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