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 |
|---|---|---|---|---|---|---|---|---|---|
| J P MORGAN EXCHANGE TRADED F | INTRNL RES EQT | 851 | $203,703 | 3,253 | 0.00 | 0.00 | 465 | 16.68 | 03-31-2024 |
| REPUBLIC SVCS INC | COM | 852 | $203,664 | 1,064 | 0.00 | 0.00 | 319 | 42.82 | 03-31-2024 |
| FAIR ISAAC CORP | COM | 853 | $202,437 | 162 | 0.00 | 0.00 | 4 | 2.53 | 03-31-2024 |
| WISDOMTREE TR | US LARGECAP FUND | 854 | $202,210 | 3,650 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
