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 |
|---|---|---|---|---|---|---|---|---|---|
| FIDELITY COVINGTON TRUST | MSCI INFO TECH I | 801 | $233,526 | 1,498 | 0.00 | 0.00 | 5 | 0.33 | 03-31-2024 |
| ISHARES TR | US INFRASTRUC | 802 | $233,261 | 5,380 | 0.00 | 0.00 | -2,078 | -27.86 | 03-31-2024 |
| CORNING INC | COM | 803 | $232,775 | 7,062 | 0.00 | 0.00 | 105 | 1.51 | 03-31-2024 |
| ROCKWELL AUTOMATION INC | COM | 804 | $231,169 | 793 | 0.00 | 0.00 | -12 | -1.49 | 03-31-2024 |
