Global Retirement Partners, LLC
Holdings in ADV
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $122,100 | 5,550 | Shares | Sole | 2026-02-06 |
| 2025-09-30 | $212,287 | 5,550 | Shares | Sole | 2025-10-21 |
| 2025-06-30 | $183,150 | 5,550 | Shares | Sole | 2025-08-12 |
| 2022-06-30 | $21,565 | 227 | Shares | Sole | 2022-07-15 |
| 2022-03-31 | $36,206 | 227 | Shares | Sole | 2022-07-14 |
| 2021-09-30 | $735,466 | 3,401 | Shares | Sole | 2021-10-22 |
| 2021-06-30 | $757,727 | 2,809 | Shares | Sole | 2021-07-15 |
| 2021-03-31 | $816,956 | 2,767 | Shares | Sole | 2021-04-14 |
| 2020-12-31 | $785,590 | 2,386 | Shares | Sole | 2021-01-13 |