Global Retirement Partners, LLC Renaissance Cap Greenwich Fds 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
Q2 2023 Jul 20, 2023	SELL	$27.07 - $32.86 $10,828 - $13,144	-400 Reduced 69.32%	177 $5,000
Q1 2023 May 05, 2023	SELL	$24.23 - $31.23 $266 - $343	-11 Reduced 1.87%	577 $16,000
Q4 2022 Feb 13, 2023	SELL	$23.78 - $30.62 $4,756 - $6,124	-200 Reduced 25.38%	588 $14,000
Q3 2022 Nov 03, 2022	SELL	$28.2 - $36.45 $5,104 - $6,597	-181 Reduced 18.68%	788 $22,000
Q1 2022 Jul 14, 2022	BUY	$36.01 - $57.1 $34,893 - $55,329	969 New	969 $27,000
Q4 2021 Jan 21, 2022	SELL	$55.11 - $69.76 $48,827 - $61,807	-886 Closed	0 $0
Q3 2021 Oct 22, 2021	SELL	$60.61 - $69.99 $1,575 - $1,819	-26 Reduced 2.85%	886 $57,000
Q1 2021 Apr 14, 2021	BUY	$59.15 - $76.13 $22,595 - $29,081	382 Added 72.08%	912 $57,000
Q4 2020 Jan 13, 2021	BUY	$50.68 - $69.79 $26,860 - $36,988	530 New	530 $34,000

Others Institutions Holding IPO

# of Institutions

63

Shares Held

811K

Call Options Held

27.5K

Put Options Held

4.2K

Tradition Wealth Management, LLC

134K
Shares

$6.04 Million
0.54% of portfolio
Goldman Sachs Group Inc New York, NY

116K
Shares

$5.25 Million
0.0% of portfolio
Cetera Investment Advisers Schaumburg, IL

69.9K
Shares

$3.16 Million
0.01% of portfolio
Sfi Advisors, LLC Montclair, NJ

68.8K
Shares

$3.11 Million
2.11% of portfolio
Jane Street Group, LLC New York, NY

40.3K
Shares

$1.82 Million
0.0% of portfolio

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