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 |
|---|---|---|---|---|---|---|---|---|---|
| CDW CORP | COM | 901 | $181,808 | 711 | 0.00 | 0.00 | 71 | 11.09 | 03-31-2024 |
| VANGUARD WHITEHALL FDS | INTL HIGH ETF | 902 | $181,573 | 2,639 | 0.00 | 0.00 | -27 | -1.01 | 03-31-2024 |
| GLOBAL X FDS | X EMERGING MKT | 903 | $180,817 | 8,000 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| CBRE GBL REAL ESTATE INC FD | COM | 904 | $180,657 | 33,579 | 0.00 | 0.00 | -6,934 | -17.12 | 03-31-2024 |
