Global Retirement Partners, LLC Principal Exchange Traded Fund Transaction History

Global Retirement Partners, LLC

$3.4 Billion
Q4 2024

A detailed history of Global Retirement Partners, LLC transactions in Principal Exchange Traded Fund stock. As of the latest transaction made, Global Retirement Partners, LLC holds 837 shares of PSET stock, worth $61,008. This represents 0.0% of its overall portfolio holdings.

Number of Shares

837

Previous 926 9.61%

Holding current value

$61,008

Previous $65,000 9.23%

% of portfolio

0.0%

Previous 0.0%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	SELL	$69.39 - $74.43 $6,175 - $6,624	-89 Reduced 9.61%	837 $59,000
Q3 2024 Oct 16, 2024	SELL	$63.61 - $71.5 $16,347 - $18,375	-257 Reduced 21.72%	926 $65,000
Q2 2024 Jul 23, 2024	BUY	$62.76 - $69.15 $125 - $138	2 Added 0.17%	1,183 $80,000
Q1 2024 Apr 23, 2024	SELL	$59.41 - $67.94 $1,188 - $1,358	-20 Reduced 1.67%	1,181 $80,000
Q4 2023 Jan 18, 2024	BUY	$51.82 - $61.37 $259 - $306	5 Added 0.42%	1,201 $73,000
Q3 2023 Oct 13, 2023	BUY	$54.14 - $58.02 $162 - $174	3 Added 0.25%	1,196 $65,000
Q2 2023 Jul 20, 2023	SELL	$51.01 - $56.41 $78,096 - $86,363	-1,531 Reduced 56.2%	1,193 $67,000
Q1 2023 May 05, 2023	BUY	$49.54 - $53.67 $842 - $912	17 Added 0.63%	2,724 $143,000
Q3 2022 Nov 03, 2022	BUY	$44.76 - $53.38 $984 - $1,174	22 Added 0.82%	2,707 $132,000
Q1 2022 Jul 14, 2022	BUY	$51.35 - $59.64 $137,874 - $160,133	2,685 New	2,685 $133,000
Q4 2021 Jan 21, 2022	SELL	$53.08 - $60.61 $142,838 - $163,101	-2,691 Closed	0 $0
Q3 2021 Oct 22, 2021	BUY	$53.32 - $57.56 $319 - $345	6 Added 0.22%	2,691 $145,000
Q2 2021 Jul 15, 2021	BUY	$49.33 - $53.31 $345 - $373	7 Added 0.26%	2,685 $143,000
Q1 2021 Apr 14, 2021	BUY	$45.44 - $49.21 $318 - $344	7 Added 0.26%	2,678 $131,000
Q4 2020 Jan 13, 2021	BUY	$41.66 - $47.41 $291 - $331	7 Added 0.26%	2,671 $126,000
Q3 2020 Oct 09, 2020	BUY	$39.99 - $44.59 $319 - $356	8 Added 0.3%	2,664 $113,000
Q2 2020 Jul 13, 2020	SELL	$31.96 - $40.1 $110,134 - $138,184	-3,446 Reduced 56.47%	2,656 $103,000
Q1 2020 Apr 28, 2020	SELL	$28.27 - $43.32 $4,749 - $7,277	-168 Reduced 2.68%	6,102 $206,000
Q4 2019 Jan 23, 2020	SELL	$36.82 - $41.36 $55,009 - $61,791	-1,494 Reduced 19.24%	6,270 $258,000
Q3 2019 Nov 19, 2019	BUY	$38.12 - $38.83 $71,436 - $72,767	1,874 Added 31.82%	7,764 $298,000
Q2 2019 Nov 19, 2019	BUY	N/A	111 Added 1.92%	5,890 $222,000
Q1 2019 May 07, 2019	BUY	N/A	1,973 Added 51.84%	5,779 $207,000
Q4 2018 Feb 22, 2019	BUY	N/A	11 Added 0.29%	3,806 $118,000
Q3 2018 Oct 17, 2018	BUY	N/A	11 Added 0.29%	3,795 $133,000
Q1 2018 Aug 10, 2018	BUY	N/A	3,784 New	3,784 $124,000

Others Institutions Holding PSET

# of Institutions

Shares Held

874K

Call Options Held

Put Options Held

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Global Retirement Partners, LLC Principal Exchange Traded Fund Transaction History