Global Retirement Partners’s Clear Secure YOU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$25.9K	Buy
2025 Q2	$18.7K	Buy
2023 Q2	–	Sell
2023 Q1	$7.36K	Buy