B.O.S.S. Retirement Advisors, LLC LISTED FDS TR Transaction History

B.O.S.S. Retirement Advisors, LLC

  • $398 Billion
  • Q2 2025
Number of Shares
22,241
Previous 21,520 3.35%
Holding current value
$909 Million
Previous $817 Million 11.2%
% of portfolio
0.23%
Previous 0.24%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 18, 2025
BUY
N/A
721 Added 3.35%
22,241 $909 Million
Q1 2025

Apr 23, 2025
BUY
N/A
865 Added 4.19%
21,520 $817 Million
Q4 2024

Jan 21, 2025
BUY
N/A
20,655 New
20,655 $809 Million
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