Global Retirement Partners, LLC Donoghue Forlines Risk Managed Transaction History

Global Retirement Partners, LLC

  • $2.65 Billion
  • Q1 2024

A detailed history of Global Retirement Partners, LLC transactions in Donoghue Forlines Risk Managed stock. As of the latest transaction made, Global Retirement Partners, LLC holds 10,896 shares of DFNV stock, worth $350,633. This represents 0.01% of its overall portfolio holdings.

Number of Shares
10,896
Previous 11,470 5.0%
Holding current value
$350,633
Previous $318,000 4.4%
% of portfolio
0.01%
Previous 0.01%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 23, 2024
SELL
$26.98 - $30.62 $15,486 - $17,575
-574 Reduced 5.0%
10,896 $332,000
Q4 2023

Jan 18, 2024
BUY
$23.6 - $28.12 $39,860 - $47,494
1,689 Added 17.27%
11,470 $318,000
Q3 2023

Oct 13, 2023
SELL
$24.54 - $26.7 $12,834 - $13,964
-523 Reduced 5.08%
9,781 $243,000
Q2 2023

Jul 20, 2023
SELL
$22.34 - $25.43 $90,052 - $102,508
-4,031 Reduced 28.12%
10,304 $260,000
Q1 2023

May 05, 2023
BUY
$21.92 - $23.55 $1,030 - $1,106
47 Added 0.33%
14,335 $336,000
Q4 2022

Feb 13, 2023
SELL
$21.84 - $23.2 $76,134 - $80,875
-3,486 Reduced 19.61%
14,288 $315,000
Q3 2022

Nov 03, 2022
BUY
N/A
461 Added 2.66%
17,774 $399,000
Q1 2022

Jul 14, 2022
BUY
N/A
4,955 Added 40.1%
17,313 $385,000
Q4 2021

Jan 21, 2022
BUY
N/A
89 Added 0.73%
12,358 $363,000
Q3 2021

Oct 22, 2021
SELL
N/A
-798 Reduced 6.11%
12,269 $356,000
Q2 2021

Jul 15, 2021
BUY
N/A
70 Added 0.54%
13,067 $378,000
Q1 2021

Apr 14, 2021
SELL
N/A
-451 Reduced 3.35%
12,997 $341,000
Q4 2020

Jan 13, 2021
BUY
N/A
13,448 New
13,448 $349,000

Others Institutions Holding DFNV

# of Institutions
20
Shares Held
1.83M
Call Options Held
0
Put Options Held
0
View Full List

About DONOGHUE FORLINES RISK MANAGED

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  • Ticker DFNV
  • Sector ETFs
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More about DFNV
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