Retirement Planning CO Of New England, Inc. First Tr Exchange Traded Iv Transaction History

Retirement Planning CO Of New England, Inc.

$197 Million
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 06, 2022	SELL	$24.68 - $27.82 $112,762 - $127,109	-4,569 Closed	0 $0
Q4 2021 Feb 08, 2022	BUY	$23.74 - $25.45 $108,468 - $116,281	4,569 New	4,569 $114,000

Others Institutions Holding EMLP

# of Institutions

340

Shares Held

69.3M

Call Options Held

200

Put Options Held

Morgan Stanley New York, NY

16.4M
Shares

$614 Million
0.04% of portfolio
Tiedemann Advisors, LLC

4.04M
Shares

$151 Million
4.62% of portfolio
Capital Investment Advisors, LLC

3.59M
Shares

$134 Million
2.52% of portfolio
Al Ti Global, Inc. New York, NY

3.46M
Shares

$130 Million
2.8% of portfolio
Glenview Trust CO Louisville, KY

2.5M
Shares

$93.8 Million
1.64% of portfolio

View Full List

About FIRST TR EXCHANGE-TRADED IV

Ticker EMLP
Sector ETFs
Industry ETFs

More about EMLP

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