Retirement Group, LLC First Tr Large Cap Value Transaction History
Retirement Group, LLC
- $268 Million
- Q1 2024
Shares
2 transactions
Others Institutions Holding FTA
# of Institutions
217Shares Held
11MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.18MShares$160 Million0.01% of portfolio
-
Ubs Group Ag955KShares$70.2 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC865KShares$63.6 Million0.03% of portfolio
-
Envestnet Asset Management Inc422KShares$31 Million0.01% of portfolio
-
Cetera Investment Advisers Schaumburg, IL300KShares$22 Million0.05% of portfolio