Retirement Group, LLC Purchases and Sells in Q1 2024

Retirement Group, LLC

$268 Million
Q1 2024

Top Buys

Incresed Positions

192 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BRK-B	228 + 0.18%	$359.29 - $420.52 $81.9K - $95.9K	129K $54.1M
XLG	1.61K + 0.28%	$37.01 - $42.29 $59.7K - $68.3K	585K $24.7M
SCHG	16.6K + 437.93%	$80.6 - $93.32 $1.34M - $1.55M	20.4K $1.89M
FLOT	20.8K + 1051.52%	$50.64 - $51.08 $1.05M - $1.06M	22.7K $1.16M
SCHD	2.55K + 2.34%	$75.25 - $80.63 $192K - $205K	112K $8.99M
VTV	382 + 1.03%	$147.46 - $162.86 $56.3K - $62.2K	37.3K $6.08M

New Holdings

50 operations

Stock	Shares change	Price Range	Shares Held	Trade History
CGCP	424K New	$22.27 - $22.91 $9.44M - $9.71M	424K $9.52M
CGGR	33K New	$27.54 - $32.16 $910K - $1.06M	33K $1.06M
IBDP	20K New	$24.89 - $25.05 $498K - $501K	20K $501K
XSVM	7.85K New	$50.53 - $56.94 $397K - $447K	7.85K $446K
EWJ	6.11K New	$63.06 - $71.83 $385K - $439K	6.11K $435K
BUFR	6.11K New	$26.3 - $27.96 $161K - $171K	6.11K $170K

Top Sells

Reduced Positions

164 operations

Stock	Shares change	Price Range	Shares Held	Trade History
CAT	-18.5K - 97.14%	$278.63 - $366.43 $5.15M - $6.77M	544 $199K
TLT	-8.59K - 16.76%	$92.18 - $98.72 $792K - $848K	42.7K $4.04M
XLE	-10.1K - 56.02%	$79.91 - $94.41 $803K - $949K	7.89K $744K
XLY	-3.21K - 99.11%	$170.9 - $185.02 $549K - $595K	29 $5K
AAPL	-170 - 0.73%	$169.0 - $195.18 $28.7K - $33.2K	23K $3.94M
SCHP	-8.6K - 27.42%	$51.32 - $52.45 $442K - $451K	22.8K $1.19M

Activity Summary All Purchases 242 New Holdings 50 Increased Positions 192 All Sells 164 Reductions 164 Sold out 0 Calls 0 Puts 0

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