Retirement Group, LLC Columbia ETF Tr Ii Columbia In Transaction History

Retirement Group, LLC

$268 Million
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Sep 08, 2021	SELL	$28.57 - $37.9 $2,142 - $2,842	-75 Closed	0 $0
Q4 2019 Aug 30, 2021	BUY	$39.99 - $44.42 $2,999 - $3,331	75 New	75 $3,000

Others Institutions Holding INCO

# of Institutions

74

Shares Held

2.19M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

545K
Shares

$36.1 Million
0.0% of portfolio
Osborne Partners Capital Management, LLC

229K
Shares

$15.2 Million
1.01% of portfolio
Beacon Harbor Wealth Advisors, Inc.

162K
Shares

$10.7 Million
2.96% of portfolio
Lpl Financial LLC Fort Mill, SC

143K
Shares

$9.51 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

138K
Shares

$9.17 Million
0.0% of portfolio

About COLUMBIA ETF TR II COLUMBIA IN

Ticker INCO
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