Global Retirement Partners, LLC Principal ETF U.S. Small Cap M Transaction History
Global Retirement Partners, LLC
- $3.25 Billion
- Q3 2024
Shares
3 transactions
Others Institutions Holding PSC
# of Institutions
25Shares Held
3.81MCall Options Held
0Put Options Held
0-
Principal Securities, Inc. Des Moines, IA1.3MShares$67.2 Million1.63% of portfolio
-
Envestnet Asset Management Inc1.25MShares$64.5 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA370KShares$19.2 Million0.0% of portfolio
-
Royal Bank Of Canada Toronto, A6220KShares$11.4 Million0.0% of portfolio
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Legacy Cg, LLC Plano, TX210KShares$10.9 Million4.68% of portfolio