Retirement Planning CO Of New England, Inc. Global X Fds Transaction History

Retirement Planning CO Of New England, Inc.

$216 Million
Q2 2025

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 06, 2022	SELL	$26.13 - $36.09 $159,419 - $220,185	-6,101 Closed	0 $0
Q4 2021 Feb 08, 2022	BUY	$34.68 - $39.83 $211,582 - $243,002	6,101 New	6,101 $219,000

Others Institutions Holding BOTZ

# of Institutions

423

Shares Held

31.6M

Call Options Held

210K

Put Options Held

151K

Bank Of America Corp Charlotte, NC

5.89M
Shares

$217 Million
0.01% of portfolio
Morgan Stanley New York, NY

3.12M
Shares

$115 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

2.31M
Shares

$85.1 Million
0.03% of portfolio
Ubs Group Ag

1.42M
Shares

$52.4 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

1.34M
Shares

$49.4 Million
0.01% of portfolio

View Full List

About GLOBAL X FDS

Ticker BOTZ
Sector ETFs
Industry ETFs

More about BOTZ

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Retirement Planning CO Of New England, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Retirement Planning CO Of New England, Inc. with notifications on news.

Account