Global Retirement Partners, LLC Closed Holding Positions

Global Retirement Partners, LLC

$3.25 Billion
Q3 2024

Stock	Closed Quarter	Shares Sold	Price Range	Trade History
Switchback Energy Acquistn C	Q1 2021 Filed on Apr 14, 2021	25	N/A
MQY Blackrock Muniyield Quality Fund, Inc. Financial Services	Q1 2021 Filed on Apr 14, 2021	173	$15.4 - $17.64 $2.66K - $3.05K
Southern Natl Bancorp Of Va	Q1 2021 Filed on Apr 14, 2021	178	N/A
Insu Acquisition Corp Ii	Q1 2021 Filed on Apr 14, 2021	1,814	N/A
Mylan Nv	Q4 2020 Filed on Jan 13, 2021	634	N/A
Vereit Inc	Q4 2020 Filed on Jan 13, 2021	9,942	N/A
Conyers Pk Ii Acquisition CO	Q4 2020 Filed on Jan 13, 2021	2,137	N/A
Pdl Biopharma Inc	Q4 2020 Filed on Jan 13, 2021	400	N/A
LMNX Luminex Corporation Healthcare	Q4 2020 Filed on Jan 13, 2021	509	N/A
DOMO Domo, Inc. Technology	Q4 2020 Filed on Jan 13, 2021	846	$31.74 - $71.59 $26.9K - $60.6K
Ishares Tr	Q4 2020 Filed on Jan 13, 2021	1,194	N/A
Invesco Exch Trd Slf Idx Fd	Q4 2020 Filed on Jan 13, 2021	60,787	N/A
Perth Mint Physical Gold ETF	Q4 2020 Filed on Jan 13, 2021	216	N/A
Sina Corp	Q4 2020 Filed on Jan 13, 2021	100	N/A
TYG Tortoise Energy Infrastructure Corp Financial Services	Q4 2020 Filed on Jan 13, 2021	75	$14.55 - $22.05 $1.09K - $1.65K
Telefonica Brasil Sa	Q4 2020 Filed on Jan 13, 2021	200	N/A
Fortress Value Acquisition C	Q4 2020 Filed on Jan 13, 2021	14,392	N/A
Vaneck Vectors ETF Tr	Q4 2020 Filed on Jan 13, 2021	34	N/A
Washington Prime Group New	Q4 2020 Filed on Jan 13, 2021	49	N/A
Cbl & Assoc Pptys Inc	Q4 2020 Filed on Jan 13, 2021	491	N/A
Ubs Ag Jersey Branch	Q4 2020 Filed on Jan 13, 2021	544	N/A
DOG Proshares Short Dow30 ETF New ETFs	Q4 2020 Filed on Jan 13, 2021	200	$39.2 - $45.68 $7.84K - $9.14K
Livongo Health Inc	Q4 2020 Filed on Jan 13, 2021	670	N/A
Natixis ETF Tr	Q4 2020 Filed on Jan 13, 2021	100	N/A
NIU Niu Technologies Consumer Cyclical	Q4 2020 Filed on Jan 13, 2021	32	$21.44 - $35.89 $686 - $1.15K
SUMO Sumo Logic, Inc. Technology	Q4 2020 Filed on Jan 13, 2021	224	$17.28 - $34.07 $3.87K - $7.63K
First Tr Exch Trd Alphdx Fd	Q4 2020 Filed on Jan 13, 2021	1	N/A
China Unicom Hong Kong	Q4 2020 Filed on Jan 13, 2021	282	N/A
Foundation Bldg Matls Inc	Q4 2020 Filed on Jan 13, 2021	1,040	N/A
Unilever N V	Q4 2020 Filed on Jan 13, 2021	770	N/A
National Oilwell Varco Inc	Q4 2020 Filed on Jan 13, 2021	24	N/A
Mallinckrodt Pub LTD CO	Q4 2020 Filed on Jan 13, 2021	4	N/A
China Telecom Corp LTD	Q4 2020 Filed on Jan 13, 2021	40	N/A
Cubic Corp	Q4 2020 Filed on Jan 13, 2021	341	N/A
DIAX Nuveen Dow 30sm Dynamic Overwrite Fund Financial Services	Q4 2020 Filed on Jan 13, 2021	945	$12.72 - $15.2 $12K - $14.4K
Aarons Inc	Q4 2020 Filed on Jan 13, 2021	510	N/A
Varian Med Sys Inc	Q4 2020 Filed on Jan 13, 2021	215	N/A
Invesco Exch Trd Slf Idx Fd	Q4 2020 Filed on Jan 13, 2021	14,108	N/A
Houghton Mifflin Harcourt CO	Q4 2020 Filed on Jan 13, 2021	23,100	N/A
DVYE Ishares Emerging Markets Divid ETFs	Q4 2020 Filed on Jan 13, 2021	600	$29.7 - $37.47 $17.8K - $22.5K
Trustco Bk Corp N Y	Q4 2020 Filed on Jan 13, 2021	252	N/A
Pluralsight Inc	Q4 2020 Filed on Jan 13, 2021	988	N/A
Ubs Ag Jersey Branch	Q4 2020 Filed on Jan 13, 2021	435	N/A
Oasis Petroleum Inc	Q4 2020 Filed on Jan 13, 2021	18,500	N/A
K12 Inc	Q4 2020 Filed on Jan 13, 2021	796	N/A
Healthcare Merger Corp	Q4 2020 Filed on Jan 13, 2021	1,394	N/A
Seattle Genetics Inc	Q4 2020 Filed on Jan 13, 2021	8	N/A
PXQ Invesco Exchange Traded Fd Tr	Q3 2020 Filed on Oct 09, 2020	150	N/A
EHTH E Health, Inc. Financial Services	Q3 2020 Filed on Oct 09, 2020	150	$61.81 - $114.86 $9.27K - $17.2K
BGCP Bgc Partners, Inc. Financial Services	Q3 2020 Filed on Oct 09, 2020	21,000	$2.24 - $2.9 $47K - $60.9K

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