Retirement Group, LLC New Holdings in Q1 2024

Retirement Group, LLC

  • $268 Million
  • Q1 2024
Stock Shares change Price Range Shares Held Trade History
CGCP
Capital Group Core Plus Income

ETFs
424K
New
$22.27 - $22.91 $9.44M - $9.71M
424K $9.52M
CGGR
Capital Group Growth ETF Shs C

ETFs
33K
New
$27.54 - $32.16 $910K - $1.06M
33K $1.06M
IBDP
Ishares Ibonds Dec 2024 Term C

ETFs
20K
New
$24.89 - $25.05 $498K - $501K
20K $501K
XSVM
Invesco S&P Smallcap Value Wit

ETFs
7.85K
New
$50.53 - $56.94 $397K - $447K
7.85K $446K
EWJ
Ishares Msci Japan ETF

ETFs
6.11K
New
$63.06 - $71.83 $385K - $439K
6.11K $435K
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
6.11K
New
$26.3 - $27.96 $161K - $171K
6.11K $170K
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
5.55K
New
$26.6 - $28.37 $148K - $157K
5.55K $157K
XRX
Xerox Holdings Corp

Technology
1.34K
New
$15.62 - $19.61 $20.9K - $26.3K
1.34K $24K
AMP
Ameriprise Financial Inc

Financial Services
56
New
$372.06 - $438.44 $20.8K - $24.6K
56 $24K
INDA
Ishares Msci India Index Fund

ETFs
454
New
$48.59 - $52.29 $22.1K - $23.7K
454 $23K
QCOM
Qualcomm Inc

Technology
100
New
$136.17 - $175.72 $13.6K - $17.6K
100 $16K
XAR
Spdr S&P Aerospace & Defense E

ETFs
115
New
$127.46 - $141.87 $14.7K - $16.3K
115 $16K
CMI
Cummins Inc

Industrials
50
New
$229.21 - $294.69 $11.5K - $14.7K
50 $14K
ACN
Accenture PLC

Technology
40
New
$333.82 - $386.91 $13.4K - $15.5K
40 $13K
UL
Unilever PLC

Consumer Defensive
267
New
$46.99 - $51.22 $12.5K - $13.7K
267 $13K
LOW
Lowes Companies Inc

Consumer Cyclical
54
New
$210.55 - $261.0 $11.4K - $14.1K
54 $13K
AMT
American Tower Corp

Real Estate
66
New
$186.68 - $218.81 $12.3K - $14.4K
66 $13K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
27
New
$429.43 - $481.35 $11.6K - $13K
27 $12K
CCOI
Cogent Communications Holdings, Inc.

Communication Services
196
New
$61.94 - $80.91 $12.1K - $15.9K
196 $12K
TFC
Truist Financial Corp

Financial Services
301
New
$34.53 - $38.98 $10.4K - $11.7K
301 $11K
FERG
Ferguson PLC

Industrials
54
New
$184.06 - $221.27 $9.94K - $11.9K
54 $11K
EFR
Eaton Vance Senior Floating Rate Trust

Financial Services
850
New
$12.67 - $13.24 $10.8K - $11.3K
850 $11K
EFT
Eaton Vance Floating Rate Income Trust

Financial Services
850
New
$12.58 - $13.4 $10.7K - $11.4K
850 $11K
QMAR
First Tr Ex Tr Viii Ft Cboe Ve
380
New
$25.55 - $26.59 $9.71K - $10.1K
380 $10K
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
700
New
$8.32 - $16.73 $5.82K - $11.7K
700 $10K
BKR
Baker Hughes CO

Energy
309
New
$28.5 - $33.93 $8.81K - $10.5K
309 $10K
LNG
Cheniere Energy, Inc.

Energy
56
New
$152.89 - $169.41 $8.56K - $9.49K
56 $9K
IRT
Independence Realty Trust, Inc.

Real Estate
499
New
$14.35 - $16.2 $7.16K - $8.08K
499 $8K
MRVI
Maravai Lifesciences Holdings, Inc.

Healthcare
1K
New
$5.11 - $8.76 $5.11K - $8.76K
1K $8K
ACRE
Ares Commercial Real Estate Corp

Real Estate
1K
New
$7.21 - $10.49 $7.21K - $10.5K
1K $7K
KKR
Kkr & Co. Inc.

Financial Services
61
New
$79.89 - $101.64 $4.87K - $6.2K
61 $6K
EWZS
Ishares Msci Brazil Small Cap

ETFs
400
New
$13.42 - $14.74 $5.37K - $5.9K
400 $5K
HASI
Hannon Armstrong Sustainable Infrastructure Capital, Inc.

Real Estate
188
New
$22.44 - $28.4 $4.22K - $5.34K
188 $5K
BDX
Becton Dickinson & CO

Healthcare
18
New
$233.45 - $247.73 $4.2K - $4.46K
18 $4K
CNDT
Conduent Inc

Technology
727
New
$3.18 - $3.78 $2.31K - $2.75K
727 $2K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
50
New
$52.7 - $57.65 $2.64K - $2.88K
50 $2K
MELI
Mercadolibre Inc

Consumer Cyclical
1
New
$1499.51 - $1817.98 $1.5K - $1.82K
1 $1K
EFAD
Proshares Tr Proshares Msci Ea

ETFs
26
New
$37.55 - $39.52 $976 - $1.03K
26 $1K
DVA
Davita Inc.

Healthcare
10
New
$103.89 - $139.21 $1.04K - $1.39K
10 $1K
SCMB
Schwab Strategic Tr Mun Bd ETF
141
New
N/A
141 $0
Kenvue Inc
264
New
N/A
264 $0
Btc Digital LTD
4
New
N/A
4 $0
Linde PLC
54
New
N/A
54 $0
First Tr Exchng Traded Fd Vi
300
New
N/A
300 $0
First Tr Exchng Traded Fd Vi
500
New
N/A
500 $0
Fidelity Wise Origin Bitcoin
150
New
N/A
150 $0
Capital Group International
14.9K
New
N/A
14.9K $0
BNDX
Vanguard Total International B

ETFs
2
New
$48.47 - $49.33 $96.9 - $98.7
2 $0
Arm Holdings PLC
159
New
N/A
159 $0
Activity Summary
Buys All Purchases 242 New Holdings 50 Increased Positions 192 Sells All Sells 164 Reductions 164 Sold out 0 Options Calls 0 Puts 0
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