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 |
|---|---|---|---|---|---|---|---|---|---|
| PULTE GROUP INC | COM | 751 | $268,543 | 2,226 | 0.00 | 0.00 | 103 | 4.85 | 03-31-2024 |
| ISHARES TR | US HLTHCARE ETF | 752 | $268,363 | 4,335 | 0.00 | 0.00 | 2,250 | 107.91 | 03-31-2024 |
| GOLDMAN SACHS ETF TR | ACCESS US AGRAT | 753 | $267,804 | 6,508 | 0.00 | 0.00 | -5,850 | -47.34 | 03-31-2024 |
| SPDR SER TR | BBG CONV SEC ETF | 754 | $266,700 | 3,651 | 0.00 | 0.00 | 680 | 22.89 | 03-31-2024 |
