Retirement Capital Strategies Pimco Equity Ser Rafi Esg U S Transaction History
Retirement Capital Strategies
- $255 Million
- Q3 2024
Shares
2 transactions
Others Institutions Holding RAFE
# of Institutions
24Shares Held
813KCall Options Held
0Put Options Held
0-
Northwest Bancshares, Inc. Warren, PA173KShares$6.4 Million1.1% of portfolio
-
Arlington Financial Advisors, LLC127KShares$4.7 Million1.2% of portfolio
-
Balanced Rock Investment Advisor Roslindale, MA112KShares$4.13 Million3.25% of portfolio
-
Gen Wealth Group, Inc.82KShares$3.04 Million0.71% of portfolio
-
Commonwealth Equity Services, LLC67.4KShares$2.5 Million0.0% of portfolio