Global Retirement Partners, LLC Principal Exchange Traded Fds Transaction History

Global Retirement Partners, LLC

$3.4 Billion
Q4 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 6,979 shares of YLD stock, worth $135,741. This represents 0.0% of its overall portfolio holdings.

Number of Shares

6,979

Previous 5,991 16.49%

Holding current value

$135,741

Previous $117,000 13.68%

% of portfolio

0.0%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	BUY	$19.17 - $19.61 $18,939 - $19,374	988 Added 16.49%	6,979 $133,000
Q3 2024 Oct 16, 2024	BUY	$18.89 - $19.62 $46,828 - $48,637	2,479 Added 70.59%	5,991 $117,000
Q2 2024 Jul 23, 2024	BUY	$18.74 - $19.15 $65,814 - $67,254	3,512 New	3,512 $66,000
Q4 2020 Jan 13, 2021	SELL	$18.69 - $19.85 $7,943 - $8,436	-425 Closed	0 $0
Q1 2020 Apr 28, 2020	SELL	$14.66 - $20.62 $15,686 - $22,063	-1,070 Reduced 71.57%	425 $14,000
Q4 2019 Jan 23, 2020	BUY	$19.83 - $20.57 $13,286 - $13,781	670 Added 81.21%	1,495 $61,000
Q3 2019 Nov 19, 2019	BUY	$19.99 - $20.15 $7,995 - $8,059	400 Added 94.12%	825 $33,000
Q2 2019 Nov 19, 2019	BUY	N/A	425 New	425 $17,000

Others Institutions Holding YLD

# of Institutions

Shares Held

10.1M

Call Options Held

Put Options Held

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About PRINCIPAL EXCHANGE-TRADED FDS

Ticker YLD
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Global Retirement Partners, LLC Principal Exchange Traded Fds Transaction History