Global Retirement Partners, LLC Principal Fds Principal Invt G Call Options Transaction History

Global Retirement Partners, LLC

$4.24 Billion
Q3 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding IG

# of Institutions

25

Shares Held

7.38M

Call Options Held

0

Put Options Held

0

Principal Securities, Inc. Des Moines, IA

3.11M
Shares

$65.2 Million
1.08% of portfolio
Envestnet Asset Management Inc

3M
Shares

$62.8 Million
0.02% of portfolio
Raymond James Financial Inc St. Petersburg, FL

782K
Shares

$16.4 Million
0.01% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

585K
Shares

$12.3 Million
0.02% of portfolio
Insight Wealth Partners, LLC

195K
Shares

$4.08 Million
0.59% of portfolio

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