Global Retirement Partners, LLC ETF Ser Solutions Clearshares Transaction History

Global Retirement Partners, LLC

$3.4 Billion
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 15, 2022	BUY	$27.92 - $31.55 $5,584 - $6,310	200 New	200 $6,000

Others Institutions Holding OCIO

# of Institutions

11

Shares Held

304K

Call Options Held

0

Put Options Held

0

Envestnet Asset Management Inc

150K
Shares

$5.01 Million
0.0% of portfolio
Mercer Global Advisors Inc Denver, CO

39.9K
Shares

$1.33 Million
0.0% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

33.1K
Shares

$1.1 Million
0.0% of portfolio
Janney Montgomery Scott LLC

31.5K
Shares

$1.05 Million
0.0% of portfolio
Atria Wealth Solutions, Inc. New York, NY

31.4K
Shares

$1.05 Million
0.01% of portfolio

About ETF SER SOLUTIONS CLEARSHARES

Ticker OCIO
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