Global Retirement Partners, LLC Invesco S&P 500 Equal Weight R Transaction History

Global Retirement Partners, LLC

$3.25 Billion
Q3 2024

Shares

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 23, 2024	BUY	N/A	1,367 Added 9.97%	15,085 $0
Q1 2024 Apr 23, 2024	BUY	$0.0 - $33.57 $0 - $10,138	302 Added 2.25%	13,718 $0
Q4 2023 Jan 18, 2024	BUY	$26.93 - $33.66 $27,953 - $34,939	1,038 Added 8.39%	13,416 $446,000
Q3 2023 Oct 13, 2023	BUY	$0.0 - $32.67 $0 - $6,403	196 Added 1.61%	12,378 $354,000
Q2 2023 Jul 20, 2023	BUY	$0.0 - $31.36 $0 - $8,216	262 Added 2.2%	12,182 $381,000
Q1 2023 May 05, 2023	BUY	$28.37 - $34.84 $15,291 - $18,778	539 Added 4.74%	11,920 $365,000
Q4 2022 Feb 13, 2023	BUY	$30.05 - $32.9 $6,971 - $7,632	232 Added 2.08%	11,381 $349,000
Q3 2022 Nov 03, 2022	BUY	$30.91 - $37.51 $79,562 - $96,550	2,574 Added 30.02%	11,149 $344,000
Q2 2022 Jul 15, 2022	SELL	$31.95 - $41.96 $11,470 - $15,063	-359 Reduced 4.02%	8,575 $286,000
Q1 2022 Jul 14, 2022	BUY	$37.17 - $42.34 $332,076 - $378,265	8,934 New	8,934 $322,000
Q4 2021 Jan 21, 2022	SELL	$37.01 - $42.25 $340,010 - $388,150	-9,187 Closed	0 $0
Q3 2021 Oct 22, 2021	BUY	$36.41 - $39.5 $146,695 - $159,145	4,029 Added 78.11%	9,187 $338,000
Q2 2021 Jul 15, 2021	BUY	$32.87 - $37.48 $169,543 - $193,321	5,158 New	5,158 $187,000

Others Institutions Holding EWRE

# of Institutions

52

Shares Held

1.47M

Call Options Held

0

Put Options Held

0

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