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

76

Shares Held

2.2M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

545K
Shares

$35.4 Million
0.0% of portfolio
Osborne Partners Capital Management, LLC

229K
Shares

$14.9 Million
1.01% of portfolio
Beacon Harbor Wealth Advisors, Inc.

162K
Shares

$10.5 Million
2.96% of portfolio
Lpl Financial LLC Fort Mill, SC

143K
Shares

$9.32 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

138K
Shares

$8.99 Million
0.0% of portfolio

About COLUMBIA ETF TR II COLUMBIA IN

Ticker INCO
Sector ETFs
Industry ETFs

More about INCO

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Retirement Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Retirement Group, LLC with notifications on news.