Nfp Retirement, Inc. Invesco Et Self Idxd Fd Tr Bul Transaction History

Nfp Retirement, Inc.

$1.27 Trillion
Q4 2024

Shares

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 13, 2025	SELL	$22.6 - $22.75 $713,617 - $718,354	-31,576 Closed	0 $0
Q3 2024 Feb 13, 2025	SELL	$22.61 - $22.79 $279,776 - $282,003	-12,374 Reduced 28.15%	31,576 $717 Million
Q2 2024 Feb 13, 2025	SELL	$22.69 - $22.82 $131,760 - $132,515	-5,807 Reduced 11.67%	43,950 $999 Million
Q1 2024 Feb 13, 2025	SELL	$22.63 - $22.76 $41,571 - $41,810	-1,837 Reduced 3.56%	49,757 $1.13 Billion
Q4 2023 Feb 13, 2025	BUY	$22.36 - $22.77 $9,816 - $9,996	439 Added 0.86%	51,594 $1.17 Billion
Q3 2023 Feb 13, 2025	SELL	$22.42 - $22.61 $37,463 - $37,781	-1,671 Reduced 3.16%	51,155 $1.15 Billion
Q2 2023 Feb 13, 2025	BUY	$22.24 - $22.54 $59,936 - $60,745	2,695 Added 5.38%	52,826 $1.19 Billion
Q1 2023 Feb 13, 2025	BUY	$22.02 - $22.65 $47,166 - $48,516	2,142 Added 4.46%	50,131 $1.13 Billion
Q4 2022 Feb 13, 2025	BUY	$21.52 - $22.55 $62,924 - $65,936	2,924 Added 6.49%	47,989 $1.06 Billion
Q3 2022 Feb 13, 2025	BUY	$21.55 - $22.94 $230,197 - $245,045	10,682 Added 31.07%	45,065 $974 Million
Q2 2022 Feb 13, 2025	BUY	$21.68 - $23.92 $169,407 - $186,910	7,814 Added 29.41%	34,383 $749 Million
Q1 2022 Feb 13, 2025	BUY	$23.41 - $24.96 $159,609 - $170,177	6,818 Added 34.52%	26,569 $633 Million
Q4 2021 Feb 13, 2025	BUY	$24.6 - $25.11 $485,874 - $495,947	19,751 New	19,751 $493 Million

Others Institutions Holding BSJO

# of Institutions

29

Shares Held

2.66M

Call Options Held

0

Put Options Held

0

Intrua Financial, LLC Houston, TX

435K
Shares

$9.87 Million
1.67% of portfolio
Gts Securities LLC New York, NY

213K
Shares

$4.83 Million
0.01% of portfolio
Raymond James & Associates St Petersburg, FL

165K
Shares

$3.74 Million
0.0% of portfolio
Wealthsource Partners, LLC

139K
Shares

$3.15 Million
0.21% of portfolio
Harrison & CO Wealth Management, LLC

103K
Shares

$2.34 Million
2.23% of portfolio

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