Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
GLOBAL RETIREMENT PARTNERS LLC | 04-16-2024 | 03-31-2024 | 3384 | 2,681,645,965 |
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 |