Retirement Planning CO Of New England, Inc. First Tr Large Cap Value Transaction History
Retirement Planning CO Of New England, Inc.
- $182 Million
- Q1 2024
Shares
2 transactions
Others Institutions Holding FTA
# of Institutions
200Shares Held
11.5MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.11MShares$160 Million0.01% of portfolio
-
Ubs Group Ag984KShares$74.4 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC866KShares$65.5 Million0.04% of portfolio
-
Envestnet Asset Management Inc551KShares$41.7 Million0.02% of portfolio
-
Kaydan Wealth Management, Inc. Fenton, MI379KShares$28.7 Million9.89% of portfolio