test

Cosmo Gould

@Global Retirement Partners, Llc

Latest period2024 - Q3ReportedManaged Assets$3.31BTotal holdings3497
Assets growth rate3.65%Assets growth rate (2-Q avg)11.37%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Global Retirement Partners, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 3497 positions.

Assets under management

The assets under management (AUM) of Global Retirement Partners, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 3.31B in assets, with a quarterly growth rate of 3.65% and a 2-quarter average growth rate of 11.37%. The portfolio is managed by Cosmo Gould, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
TELTe Connectivity Ltd
Recent Activity
Exited
0%
$1.004M
6,671 shares@ $150.43 avg price
FERGFerguson Plc New
Recent Activity
Exited
0%
$625,935
3,232 shares@ $193.67 avg price
RSPRInvesco Exchange Traded Fd T
Recent Activity
Exited
0%
$493,697
15,085 shares@ $32.73 avg price
FROFrontline Plc
Recent Activity
Exited
0%
$353,603
13,727 shares@ $25.76 avg price
6387⤦Natixis Etf Tr
Recent Activity
Exited
0%
$344,300
14,424 shares@ $23.87 avg price
ETRNEquitrans Midstream Corp
Recent Activity
Exited
0%
$326,602
25,162 shares@ $12.98 avg price
TBLLInvesco Exch Traded Fd Tr Ii
Recent Activity
Exited
0%
$303,226
2,875 shares@ $105.47 avg price
6387⤦Natixis Etf Trust Ii
Recent Activity
Exited
0%
$237,814
6,867 shares@ $34.64 avg price
8863⤦Tidal Tr Ii
Recent Activity
Exited
0%
$194,819
10,222 shares@ $19.06 avg price
THWAbrdn World Healthcare Fund
Recent Activity
Exited
0%
$189,707
14,448 shares@ $13.14 avg price