Global Retirement Partners, LLC
Holdings in FINW
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $484,380 | 27,000 | Shares | Sole | 2026-02-06 |
| 2025-09-30 | $523,530 | 27,000 | Shares | Sole | 2025-10-21 |
| 2025-06-30 | $405,270 | 27,000 | Shares | Sole | 2025-08-12 |