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 |
|---|---|---|---|---|---|---|---|---|---|
| PPL CORP | COM | 701 | $305,952 | 11,113 | 0.00 | 0.00 | 26 | 0.23 | 03-31-2024 |
| KLA CORP | COM NEW | 702 | $304,218 | 435 | 0.00 | 0.00 | 19 | 4.57 | 03-31-2024 |
| SAIA INC | COM | 703 | $302,445 | 517 | 0.00 | 0.00 | 3 | 0.58 | 03-31-2024 |
| FIRST TR EXCHNG TRADED FD VI | FT CBOE VEST US | Liquidated | $0 | 0 | 0.00 | 0.00 | -50,690 | -84.70 | 03-31-2024 |
