Retirement Capital Strategies Pimco Equity Ser Rafi Esg U S Transaction History
Retirement Capital Strategies
- $257 Million
- Q4 2024
Shares
2 transactions
Others Institutions Holding RAFE
# of Institutions
25Shares Held
1.26MCall Options Held
0Put Options Held
0-
Sellwood Investment Partners LLC Portland, OR464KShares$17.6 Million9.07% of portfolio
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Northwest Bancshares, Inc. Warren, PA164KShares$6.25 Million1.11% of portfolio
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Arlington Financial Advisors, LLC132KShares$5 Million1.12% of portfolio
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Balanced Rock Investment Advisor Roslindale, MA111KShares$4.21 Million3.19% of portfolio
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Gen Wealth Group, Inc.80.7KShares$3.06 Million0.67% of portfolio