Global Retirement Partners, LLC
Holdings in DXYZ
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $131,096 | 4,280 | Shares | Sole | 2026-02-06 |
| 2025-09-30 | $88,395 | 4,150 | Shares | Sole | 2025-10-21 |
| 2025-06-30 | $14,474 | 380 | Shares | Sole | 2025-08-12 |
| 2024-12-31 | $5,003 | 85 | Shares | Sole | 2025-01-31 |