Retirement Income Solutions, Inc Purchases in Q3 2024

Retirement Income Solutions, Inc

  • $434 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
4.42K
+ 2.01%
$520.18 - $576.82 $2.3M - $2.55M
224K $129M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
14K
+ 2.08%
$57.32 - $62.65 $804K - $879K
687K $42.8M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
1.45K
+ 0.38%
$60.84 - $67.51 $88.2K - $97.9K
383K $25.8M
GLDM
World Gold Trust

ETFs
1.2K
+ 0.91%
$46.2 - $53.01 $55.5K - $63.7K
133K $6.95M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
2.07K
+ 4.23%
$113.45 - $126.18 $235K - $261K
51K $6.44M
VOE
Vanguard Mid Cap Value Index F

ETFs
1.93K
New
$149.02 - $167.67 $288K - $324K
1.93K $323K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
83
+ 0.13%
$48.51 - $52.86 $4.03K - $4.39K
61.6K $3.26M
ABBV
Abb Vie Inc.

Healthcare
1.15K
New
$163.84 - $199.33 $188K - $229K
1.15K $226K
CAT
Caterpillar Inc

Industrials
566
New
$316.8 - $391.12 $179K - $221K
566 $221K
MMM
3 M CO

Industrials
1.6K
New
$99.69 - $139.42 $160K - $224K
1.6K $219K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
2.32K
New
$81.1 - $89.18 $188K - $207K
2.32K $203K
EFA
Ishares Tr Msci Eafe ETF

ETFs
395
+ 1.3%
$75.32 - $84.37 $29.8K - $33.3K
30.9K $2.58M
QQQ
Invesco Qqq Trust, Series 1

ETFs
115
+ 0.76%
$434.77 - $502.96 $50K - $57.8K
15.2K $7.41M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
29
+ 0.68%
$475.2 - $527.7 $13.8K - $15.3K
4.29K $2.27M
EDIV
Spdr S&P Emerging Dividends Et

ETFs
2.8K
+ 38.06%
$33.62 - $38.33 $94.2K - $107K
10.2K $382K
AGNC
Agnc Investment Corp.

Real Estate
10.5K
New
$9.48 - $10.66 $99.6K - $112K
10.5K $109K
DTE
Dte Energy CO

Utilities
45
+ 1.55%
$108.67 - $128.41 $4.89K - $5.78K
2.96K $379K
BTG
B2 Gold Corp

Basic Materials
17.5K
New
$2.47 - $3.36 $43.2K - $58.7K
17.5K $54K
XLF
Financial Sector Spdr

ETFs
622
+ 11.44%
$40.84 - $45.74 $25.4K - $28.5K
6.06K $274K
XLV
Select Sector Spdr Fund Health

ETFs
204
+ 9.78%
$143.3 - $157.24 $29.2K - $32.1K
2.29K $352K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
445
+ 3.74%
$31.05 - $34.29 $13.8K - $15.3K
12.3K $423K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
270
+ 4.36%
$32.04 - $37.11 $8.65K - $10K
6.47K $235K
AVGO
Broadcom Inc.

Technology
1.31K
+ 900.0%
$136.27 - $1745.86 $178K - $2.28M
1.45K $250K
PEP
Pepsico Inc

Consumer Defensive
2
+ 0.07%
$161.9 - $179.3 $324 - $359
2.81K $478K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
81
+ 1.85%
$47.95 - $49.61 $3.88K - $4.02K
4.47K $220K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
60
+ 1.36%
$211.47 - $281.27 $12.7K - $16.9K
4.48K $1.1M
MSFT
Microsoft Corp

Technology
27
+ 0.41%
$395.15 - $467.56 $10.7K - $12.6K
6.59K $2.83M
Activity Summary
Buys All Purchases 28 New Holdings 8 Increased Positions 20 Sells All Sells 49 Reductions 49 Sold out 0 Options Calls 0 Puts 0
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