Global Retirement Partners’s Advantage Solutions ADV Stock Holding History

Global Retirement Partners’s Portfolio ADV Stock Details ADV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$8.49K	Hold
2025 Q2	$7.33K	Buy
2022 Q3	–	Sell
2022 Q2	$1K	Hold
2022 Q1	$1K	Buy
2021 Q4	–	Sell
2021 Q3	$29K	Buy
2021 Q2	$30K	Buy
2021 Q1	$33K	Buy
2020 Q4	$31K	Buy
2020 Q3	$22K	Buy