Global Retirement Partners, LLC Wisdomtree Tr Us Multifactor F Transaction History

Global Retirement Partners, LLC

$3.15 Billion
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 Apr 28, 2020	SELL	$21.28 - $33.37 $42,560 - $66,740	-2,000 Closed	0 $0
Q4 2019 Jan 23, 2020	BUY	$29.63 - $32.28 $59,260 - $64,560	2,000 New	2,000 $64,000

Others Institutions Holding USMF

# of Institutions

55

Shares Held

4.98M

Call Options Held

23.9K

Put Options Held

0

High Tower Advisors, LLC Chicago, IL

1.29M
Shares

$62.9 Million
0.09% of portfolio
Private Wealth Strategies, L.L.C.

1.19M
Shares

$58.2 Million
11.04% of portfolio
Great Valley Advisor Group, Inc.

462K
Shares

$22.6 Million
0.61% of portfolio
Team Financial Group, LLC Temecula, CA

360K
Shares

$17.6 Million
10.51% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

231K
Shares

$11.3 Million
0.02% of portfolio

About WISDOMTREE TR US MULTIFACTOR F

Ticker USMF
Sector ETFs
Industry ETFs

More about USMF

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Global Retirement Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Global Retirement Partners, LLC with notifications on news.