Global Retirement Partners, LLC Principal Exchange Traded Fds Transaction History
Global Retirement Partners, LLC
- $3.25 Billion
- Q3 2024
A detailed history of Global Retirement Partners, LLC transactions in Principal Exchange Traded Fds stock. As of the latest transaction made, Global Retirement Partners, LLC holds 5,991 shares of YLD stock, worth $116,405. This represents 0.0% of its overall portfolio holdings.
Number of Shares
5,991
Previous 3,512
70.59%
Holding current value
$116,405
Previous $66,000
77.27%
% of portfolio
0.0%
Previous 0.0%
Shares
7 transactions
Others Institutions Holding YLD
# of Institutions
51Shares Held
7.44MCall Options Held
0Put Options Held
0-
Strategic Planning Group, LLC Bountiful, UT999KShares$19.4 Million3.85% of portfolio
-
Cyndeo Wealth Partners, LLC St. Petersburg, FL864KShares$16.8 Million1.2% of portfolio
-
Principal Securities, Inc. Des Moines, IA732KShares$14.2 Million0.35% of portfolio
-
Ameritas Investment Partners, Inc. Lincoln, NE613KShares$11.9 Million0.4% of portfolio
-
Jpmorgan Chase & CO New York, NY610KShares$11.8 Million0.0% of portfolio