Global Retirement Partners, LLC
Holdings in CCU
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $191 | 15 | Shares | Sole | 2026-02-06 |
| 2024-09-30 | $628 | 54 | Shares | Sole | 2024-10-16 |
| 2024-06-30 | $7,852 | 690 | Shares | Sole | 2024-07-23 |
| 2024-03-31 | $8,273 | 690 | Shares | Sole | 2024-04-23 |
| 2023-12-31 | $8,652 | 690 | Shares | Sole | 2024-01-18 |
| 2023-09-30 | $14,452 | 1,147 | Shares | Sole | 2023-10-13 |
| 2023-06-30 | $18,615 | 1,147 | Shares | Sole | 2023-07-20 |
| 2023-03-31 | $17,927 | 1,147 | Shares | Sole | 2023-05-08 |
| 2022-12-31 | $15,048 | 1,147 | Shares | Sole | 2023-02-13 |
| 2022-09-30 | $20,546 | 1,906 | Shares | Sole | 2022-11-03 |
| 2022-06-30 | $13,893 | 1,100 | Shares | Sole | 2022-07-15 |
| 2022-03-31 | $12,716 | 850 | Shares | Sole | 2022-07-14 |