Global Retirement Partners, LLC Listed Fds Tr Horizon Kinetics Transaction History

Global Retirement Partners, LLC

$3.25 Billion
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 23, 2024	SELL	$29.62 - $32.56 $24,110 - $26,503	-814 Reduced 72.94%	302 $9,000
Q4 2023 Jan 18, 2024	SELL	$29.42 - $31.75 $5,648 - $6,096	-192 Reduced 14.68%	1,116 $35,000
Q3 2023 Oct 13, 2023	SELL	$29.87 - $32.19 $256,852 - $276,801	-8,599 Reduced 86.8%	1,308 $39,000
Q2 2023 Jul 20, 2023	BUY	$29.38 - $32.03 $1,087 - $1,185	37 Added 0.37%	9,907 $302,000
Q1 2023 May 05, 2023	BUY	$28.93 - $32.92 $26,210 - $29,825	906 Added 10.11%	9,870 $304,000
Q4 2022 Feb 13, 2023	BUY	$28.23 - $33.05 $130,027 - $152,228	4,606 Added 105.69%	8,964 $282,000
Q3 2022 Nov 03, 2022	BUY	$27.16 - $31.72 $85,526 - $99,886	3,149 Added 260.46%	4,358 $133,000
Q2 2022 Jul 15, 2022	BUY	$28.36 - $34.72 $538 - $659	19 Added 1.6%	1,209 $35,000
Q1 2022 Jul 14, 2022	BUY	$29.55 - $33.95 $35,164 - $40,400	1,190 New	1,190 $37,000

Others Institutions Holding INFL

# of Institutions

126

Shares Held

13.7M

Call Options Held

1.8K

Put Options Held

1.9K

Jpmorgan Chase & CO New York, NY

4.19M
Shares

$160 Million
0.01% of portfolio
Oxford Financial Group LTD Indianapolis, IN

2.31M
Shares

$88.2 Million
5.5% of portfolio
Lpl Financial LLC Fort Mill, SC

647K
Shares

$24.7 Million
0.01% of portfolio
One Charles Private Wealth Services, LLC

412K
Shares

$15.8 Million
6.11% of portfolio
Wells Fargo & Company San Francisco, CA

385K
Shares

$14.7 Million
0.0% of portfolio

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