Global Retirement Partners, LLC First Tr Exchange Trded Fd Vi Transaction History

Global Retirement Partners, LLC

$3.25 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 15, 2022	BUY	$15.84 - $17.93 $15,840 - $17,930	1,000 New	1,000 $16,000

Others Institutions Holding FID

# of Institutions

57

Shares Held

3.3M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

715K
Shares

$11.6 Million
0.01% of portfolio
Wagner Wealth Management, LLC Greenville, SC

628K
Shares

$10.2 Million
3.46% of portfolio
Envestnet Asset Management Inc

226K
Shares

$3.68 Million
0.0% of portfolio
Raymond James & Associates St Petersburg, FL

211K
Shares

$3.44 Million
0.0% of portfolio
Hobart Private Capital, LLC Charlotte, NC

185K
Shares

$3.01 Million
0.75% of portfolio

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