Global Retirement Partners, LLC Principal ETF Principal Millen Transaction History

Global Retirement Partners, LLC

$3.25 Billion
Q3 2024

Shares

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Oct 13, 2023	BUY	$39.3 - $45.49 $314 - $363	8 Added 1.12%	725 $28,000
Q2 2023 Jul 20, 2023	SELL	$39.46 - $43.5 $36,855 - $40,629	-934 Reduced 56.57%	717 $30,000
Q1 2023 May 05, 2023	SELL	$39.76 - $47.03 $5,606 - $6,631	-141 Reduced 7.87%	1,651 $70,000
Q3 2022 Nov 03, 2022	SELL	N/A	-176 Reduced 8.94%	1,792 $61,000
Q2 2022 Jul 15, 2022	BUY	N/A	28 Added 1.44%	1,968 $77,000
Q1 2022 Jul 14, 2022	BUY	N/A	1,940 New	1,940 $76,000
Q4 2021 Jan 21, 2022	SELL	N/A	-1,892 Closed	0 $0
Q3 2021 Oct 22, 2021	SELL	N/A	-12 Reduced 0.63%	1,892 $115,000
Q2 2021 Jul 15, 2021	SELL	N/A	-10 Reduced 0.52%	1,904 $127,000
Q1 2021 Apr 14, 2021	BUY	N/A	96 Added 5.28%	1,914 $117,000
Q3 2020 Oct 09, 2020	BUY	N/A	385 Added 26.87%	1,818 $88,000
Q1 2020 Apr 28, 2020	SELL	N/A	-737 Reduced 33.96%	1,433 $46,000
Q3 2019 Nov 19, 2019	SELL	N/A	-250 Reduced 10.33%	2,170 $82,000
Q2 2019 Nov 19, 2019	BUY	N/A	9 Added 0.37%	2,420 $93,000
Q1 2019 May 07, 2019	BUY	N/A	1,091 Added 82.65%	2,411 $89,000
Q4 2017 Aug 13, 2018	BUY	N/A	1,000 Added 312.5%	1,320 $46,000
Q3 2017 Aug 10, 2018	BUY	N/A	320	320 $10,000

Others Institutions Holding GENY

# of Institutions

1

Shares Held

847

Call Options Held

0

Put Options Held

0

American Portfolios Advisors Holbrook, NY

847
Shares

$0
0.0% of portfolio

About PRINCIPAL ETF PRINCIPAL MILLEN

Ticker GENY
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