Retirement Group, LLC Asset Management

Retirement Group, LLC

  • $268 Million
  • Q1 2024

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$92.1B
$1.09 Million 0.41% of portfolio
25,871
Q1 2024 Added 2.02%
$128B
$877,000 0.33% of portfolio
6,677
Q1 2024 Added 11.15%
$0
$194,000 0.07% of portfolio
23,480
Q3 2023 Reduced 4.08%
$0
$182,000 0.07% of portfolio
9,551
Q3 2023 Added 333.94%
$0
$162,000 0.06% of portfolio
19,887
Q4 2022 New
$0
$63,000 0.02% of portfolio
3,046
Q1 2024 Added 216.96%
$0
$58,000 0.02% of portfolio
8,250
Q4 2023 New
$0
$35,000 0.01% of portfolio
4,767
Q3 2023 New
$0
$33,000 0.01% of portfolio
4,020
Q1 2024 Reduced 47.49%
$0
$25,000 0.01% of portfolio
1,311
Q1 2024 Reduced 83.81%
$59.9B
$24,000 0.01% of portfolio
56
Q1 2024 New
$0
$23,000 0.01% of portfolio
647
Q1 2024 Reduced 7.17%
$0
$19,000 0.01% of portfolio
1,140
Q3 2023 Reduced 46.73%
$0
$12,000 0.0% of portfolio
545
Q1 2023 Added 47.3%
$0
$12,000 0.0% of portfolio
460
Q1 2023 Added 48.39%
$0
$11,000 0.0% of portfolio
850
Q1 2024 New
$0
$10,000 0.0% of portfolio
426
Q4 2022 Added 2.65%
$0
$7,000 0.0% of portfolio
650
Q1 2022 New
$0
$7,000 0.0% of portfolio
580
Q4 2021 New
$0
$7,000 0.0% of portfolio
365
Q4 2021 New
$129B
$6,000 0.0% of portfolio
61
Q1 2024 New
$5.11B
$6,000 0.0% of portfolio
200
Q4 2023 Added 100.0%
$3.93B
$5,000 0.0% of portfolio
120
Q1 2023 New
$98.6B
$3,000 0.0% of portfolio
31
Q4 2022 New
$0
$3,000 0.0% of portfolio
194
Q2 2021 New
$2.63B
$3,000 0.0% of portfolio
225
Q1 2023 Added 85.95%
$0
$2,000 0.0% of portfolio
83
Q1 2023 Reduced 50.0%
$0
$2,000 0.0% of portfolio
310
Q3 2022 Reduced 94.82%
$0
$1,000 0.0% of portfolio
66
Q4 2023 New
$0
$1,000 0.0% of portfolio
195
Q4 2022 New
$0
$1,000 0.0% of portfolio
137
Q4 2022 New
$1.96B
$0 0.0% of portfolio
8
Q1 2024 Reduced 27.27%
$0
$0 0.0% of portfolio
1
Q1 2024 Reduced 99.98%
$0
$0 0.0% of portfolio
83
Q2 2023 Reduced 50.0%
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