Retirement Income Solutions, Inc Sells in Q3 2024

Retirement Income Solutions, Inc

  • $434 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
XOM
Exxon Mobil Corp

Energy
-1.96K
- 34.12%
$109.72 - $119.0 $215K - $233K
3.79K $443K
GOOGL
Alphabet Inc.

Communication Services
-208
- 2.54%
$148.65 - $191.18 $30.9K - $39.8K
7.97K $1.32M
LRCX
Lam Research Corp

Technology
-47
- 10.06%
$731.56 - $1127.3 $34.4K - $53K
420 $342K
PMAY
Innovator Etfs Tr S&P 500 Pwr

ETFs
-4.81K
- 38.02%
$33.3 - $35.24 $160K - $169K
7.84K $276K
AMZN
Amazon Com Inc

Consumer Cyclical
-80
- 0.41%
$161.02 - $200.0 $12.9K - $16K
19.4K $3.61M
GOOG
Alphabet Inc.

Communication Services
-135
- 1.91%
$149.54 - $192.66 $20.2K - $26K
6.93K $1.16M
MRK
Merck & Co., Inc.

Healthcare
-247
- 2.61%
$111.15 - $128.97 $27.5K - $31.9K
9.22K $1.05M
XLE
Energy Sector Spdr

ETFs
-667
- 5.25%
$84.35 - $93.39 $56.3K - $62.3K
12K $1.06M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-1.79K
- 6.28%
$114.73 - $120.23 $205K - $215K
26.6K $3.18M
MGK
Vanguard Mega Cap Growth ETF

ETFs
-309
- 25.64%
$285.48 - $330.24 $88.2K - $102K
896 $288K
LLY
Eli Lilly & CO

Healthcare
-15
- 0.66%
$772.14 - $960.02 $11.6K - $14.4K
2.24K $1.99M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-846
- 5.59%
$81.31 - $83.29 $68.8K - $70.5K
14.3K $1.19M
XLK
Technology Sector Spdr

ETFs
-128
- 1.0%
$197.34 - $237.68 $25.3K - $30.4K
12.7K $2.87M
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
-1.22K
- 10.57%
$54.2 - $65.22 $66.3K - $79.8K
10.3K $659K
IEF
Ishares Barclays

ETFs
-892
- 6.22%
$92.67 - $99.14 $82.7K - $88.4K
13.4K $1.32M
BKLC
Bny Mellon ETF Tr Us Large Cap

ETFs
-514
- 6.18%
$98.24 - $109.56 $50.5K - $56.3K
7.8K $854K
JQC
Nuveen Credit Strategies Income Fund

Financial Services
-1.14K
- 7.5%
$5.44 - $5.91 $6.22K - $6.76K
14.1K $81K
COST
Costco Wholesale Corp

Consumer Defensive
-20
- 5.17%
$801.83 - $917.05 $16K - $18.3K
367 $325K
MGV
Vanguard Mega Cap Value

ETFs
-255
- 8.17%
$118.0 - $128.28 $30.1K - $32.7K
2.87K $367K
PNOV
Innovator U.S. Equity Power Bu
-970
- 2.36%
N/A
40.2K $0
PDEC
Innovator U.S. Equity Power Bu
-8.88K
- 19.2%
N/A
37.4K $0
POCT
Innovator U.S. Equity Power Bu

ETFs
-591
- 1.41%
$37.79 - $38.95 $22.3K - $23K
41.3K $1.61M
ETN
Eaton Corp PLC

Industrials
-43
- 2.92%
$272.52 - $333.02 $11.7K - $14.3K
1.43K $473K
EEM
Ishares Msci Emerging Markets

ETFs
-810
- 5.44%
$40.42 - $46.7 $32.7K - $37.8K
14.1K $645K
IBM
International Business Machines Corp

Technology
-394
- 17.9%
$175.1 - $223.38 $69K - $88K
1.81K $399K
CRM
Salesforce, Inc.

Technology
-14
- 0.93%
$238.42 - $276.53 $3.34K - $3.87K
1.5K $409K
SLI
Standard Lithium Ltd.

Basic Materials
-1K
- 1.35%
$1.1 - $1.69 $1.1K - $1.69K
72.9K $117K
WMT
Walmart Inc.

Consumer Defensive
-169
- 5.4%
$66.91 - $81.4 $11.3K - $13.8K
2.96K $239K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
-118
- 0.65%
$46.18 - $48.92 $5.45K - $5.77K
18K $872K
SO
Southern CO

Utilities
-200
- 5.16%
$77.0 - $90.52 $15.4K - $18.1K
3.67K $331K
VUG
Vanguard Growth ETF

ETFs
-57
- 1.02%
$341.08 - $391.94 $19.4K - $22.3K
5.52K $2.12M
TT
Trane Technologies PLC

Industrials
-34
- 4.35%
$314.21 - $388.71 $10.7K - $13.2K
748 $290K
JNJ
Johnson & Johnson

Healthcare
-60
- 1.38%
$145.48 - $167.38 $8.73K - $10K
4.28K $693K
SPYG
Spdr Portfolio

ETFs
-845
- 1.7%
$73.38 - $84.1 $62K - $71.1K
48.8K $4.04M
KO
Coca Cola CO

Consumer Defensive
-62
- 0.58%
$62.69 - $73.01 $3.89K - $4.53K
10.6K $759K
IVE
Ishares S&P 500 Value ETF

ETFs
-370
- 3.42%
$181.06 - $197.17 $67K - $73K
10.5K $2.06M
ORCL
Oracle Corp

Technology
-147
- 3.24%
$125.9 - $170.35 $18.5K - $25K
4.39K $747K
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
-7.56K
- 3.65%
$42.38 - $47.25 $320K - $357K
199K $9.41M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-255
- 4.07%
$405.19 - $478.57 $103K - $122K
6.01K $2.77M
ACWI
Ishares Msci Acwi ETF

ETFs
-235
- 0.59%
$107.24 - $119.84 $25.2K - $28.2K
39.6K $4.74M
VO
Vanguard Mid Cap ETF

ETFs
-574
- 2.85%
$237.84 - $263.83 $137K - $151K
19.6K $5.16M
AAPL
Apple Inc.

Technology
-638
- 3.02%
$207.23 - $234.82 $132K - $150K
20.5K $4.78M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-34
- 0.16%
$283.28 - $314.39 $9.63K - $10.7K
20.8K $6.52M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-25
- 0.23%
$523.84 - $572.02 $13.1K - $14.3K
10.8K $6.13M
IWD
Ishares Russell 1000 Val ETF

ETFs
-456
- 1.2%
$173.36 - $189.8 $79.1K - $86.5K
37.4K $7.1M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-5
- 0.01%
$332.02 - $382.76 $1.66K - $1.91K
48.8K $18.3M
SPMD
Spdr Portfolio

ETFs
-232
- 0.12%
$50.29 - $54.92 $11.7K - $12.7K
193K $10.6M
SPY
Spdr S&P 500 ETF Trust

ETFs
-852
- 1.13%
$517.38 - $573.86 $441K - $489K
74.7K $42.9M
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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