Global Retirement Partners, LLC Sells in Q3 2024

Global Retirement Partners, LLC

  • $3.25 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
BANF
Bancfirst Corp

Financial Services
-40
- 0.53%
$85.41 - $110.34 $3.42K - $4.41K
7.52K $790K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-828
- 2.12%
$75.32 - $84.37 $62.4K - $69.9K
38.2K $3.2M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-1.66K
- 2.4%
$32.04 - $37.11 $53.1K - $61.5K
67.3K $2.45M
PSA
Public Storage

Real Estate
-117
- 4.95%
$283.13 - $365.01 $33.1K - $42.7K
2.25K $818K
T
At&T Inc.

Communication Services
-12.4K
- 8.6%
$18.21 - $22.28 $226K - $277K
132K $2.9M
CB
Chubb LTD

Financial Services
-268
- 3.95%
$252.51 - $292.2 $67.7K - $78.3K
6.52K $1.88M
IWN
Ishares Russell2000 Val ETF

ETFs
-428
- 2.8%
$150.05 - $171.34 $64.2K - $73.3K
14.9K $2.48M
LYG
Lloyds Banking Group PLC

Financial Services
-563
- 0.14%
$2.73 - $3.17 $1.54K - $1.78K
404K $1.26M
WMB
Williams Companies, Inc.

Energy
-494
- 0.85%
$41.24 - $46.22 $20.4K - $22.8K
57.8K $2.64M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-45
- 0.82%
$523.84 - $572.02 $23.6K - $25.7K
5.46K $3.11M
HPI
John Hancock Preferred Income Fund

Financial Services
-1.97K
- 2.1%
$16.64 - $18.91 $32.7K - $37.2K
91.7K $1.73M
DHR
Danaher Corp

Healthcare
-2
- 0.03%
$239.25 - $280.76 $479 - $562
6.17K $1.71M
GS
Goldman Sachs Group Inc

Financial Services
-115
- 2.11%
$459.02 - $510.25 $52.8K - $58.7K
5.33K $2.64M
XLV
Select Sector Spdr Fund Health

ETFs
-379
- 1.32%
$143.3 - $157.24 $54.3K - $59.6K
28.3K $4.35M
IWD
Ishares Russell 1000 Val ETF

ETFs
-1.26K
- 4.52%
$173.36 - $189.8 $218K - $239K
26.6K $5.05M
BRO
Brown & Brown, Inc.

Financial Services
-465
- 2.7%
$89.11 - $105.82 $41.4K - $49.2K
16.8K $1.74M
BMY
Bristol Myers Squibb CO

Healthcare
-729
- 2.97%
$39.66 - $51.75 $28.9K - $37.7K
23.8K $1.23M
FSLR
First Solar, Inc.

Technology
-6
- 0.06%
$205.36 - $255.78 $1.23K - $1.53K
9.33K $2.33M
BTI
British American Tobacco P.L.C.

Consumer Defensive
-420
- 0.98%
$31.07 - $39.36 $13K - $16.5K
42.5K $1.56M
IRM
Iron Mountain Inc

Real Estate
-317
- 3.46%
$89.69 - $119.32 $28.4K - $37.8K
8.85K $1.05M
CRM
Salesforce, Inc.

Technology
-4
- 0.03%
$238.42 - $276.53 $954 - $1.11K
14K $3.84M
IWS
Ishares Russell Midcap Value E

ETFs
-31
- 0.14%
$119.52 - $132.25 $3.71K - $4.1K
21.7K $2.87M
VZ
Verizon Communications Inc

Communication Services
-5K
- 3.68%
$38.89 - $45.0 $194K - $225K
131K $5.88M
JNJ
Johnson & Johnson

Healthcare
-1.37K
- 4.36%
$145.48 - $167.38 $200K - $230K
30.1K $4.89M
AAAU
Goldman Sachs Physical Gold ETF

ETFs
-2.46K
- 2.13%
$23.06 - $26.41 $56.8K - $65K
113K $2.94M
MDT
Medtronic PLC

Healthcare
-330
- 1.16%
$76.84 - $91.03 $25.4K - $30K
28.2K $2.54M
LOW
Lowes Companies Inc

Consumer Cyclical
-1.05K
- 8.82%
$213.3 - $270.78 $224K - $284K
10.9K $2.94M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-1.44K
- 2.69%
$117.9 - $128.2 $170K - $185K
52.1K $6.68M
RKT
Rocket Companies, Inc.

Financial Services
-1.9K
- 2.71%
$13.16 - $20.81 $25K - $39.5K
68.1K $1.31M
ISRG
Intuitive Surgical Inc

Healthcare
-322
- 2.91%
$416.14 - $494.01 $134K - $159K
10.8K $5.28M
VO
Vanguard Mid Cap ETF

ETFs
-1.7K
- 4.55%
$237.84 - $263.83 $403K - $447K
35.6K $9.4M
CSCO
Cisco Systems, Inc.

Technology
-638
- 0.8%
$44.74 - $53.22 $28.5K - $34K
79.1K $4.21M
JPM
Jpmorgan Chase & CO

Financial Services
-910
- 1.25%
$194.9 - $224.8 $177K - $205K
71.8K $15.1M
COST
Costco Wholesale Corp

Consumer Defensive
-163
- 1.04%
$801.83 - $917.05 $131K - $149K
15.6K $13.8M
V
Visa Inc.

Financial Services
-273
- 0.65%
$253.74 - $291.56 $69.3K - $79.6K
41.8K $11.5M
GLD
Spdr Gold Trust

ETFs
-1.24K
- 4.49%
$215.56 - $246.98 $267K - $306K
26.3K $6.4M
JHMM
John Hancock Multifactor Mid C

ETFs
-4.75K
- 2.94%
$54.25 - $60.2 $257K - $286K
157K $9.43M
AFL
Aflac Inc

Financial Services
-101
- 0.38%
$88.52 - $111.8 $8.94K - $11.3K
26.5K $2.96M
MCD
Mcdonalds Corp

Consumer Cyclical
-943
- 4.73%
$245.82 - $304.51 $232K - $287K
19K $5.78M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-10.4K
- 2.65%
$57.32 - $62.65 $599K - $655K
384K $24M
LMT
Lockheed Martin Corp

Industrials
-736
- 6.72%
$460.3 - $584.56 $339K - $430K
10.2K $5.97M
NOW
Service Now, Inc.

Technology
-601
- 4.06%
$730.87 - $937.36 $439K - $563K
14.2K $12.7M
VTV
Vanguard Value ETF

ETFs
-4.34K
- 3.37%
$159.75 - $174.57 $693K - $757K
124K $21.7M
BX
Blackstone Inc.

Financial Services
-2.13K
- 4.48%
$120.77 - $159.66 $257K - $339K
45.3K $6.94M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-1.57K
- 0.75%
$77.02 - $85.06 $121K - $133K
207K $17.5M
NEE
Nextera Energy Inc

Utilities
-1.25K
- 1.13%
$69.9 - $84.97 $87.4K - $106K
109K $9.25M
SPMD
Spdr Portfolio

ETFs
-6.41K
- 1.16%
$50.29 - $54.92 $323K - $352K
545K $29.8M
VONV
Vanguard Russell 1000 Value Et

ETFs
-2.21K
- 0.84%
$76.07 - $83.33 $168K - $184K
259K $21.6M
ABBV
Abb Vie Inc.

Healthcare
-1.16K
- 1.42%
$163.84 - $199.33 $189K - $230K
80.3K $15.9M
Activity Summary
Buys All Purchases 1378 New Holdings 149 Increased Positions 1229 Sells All Sells 1201 Reductions 1201 Sold out 0 Options Calls 5 Puts 0
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