Retirement Planning CO Of New England, Inc. Blackrock Short Maturity Bond 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	$49.51 - $49.96 $19,804 - $19,984	-400 Closed	0 $0
Q4 2021 Feb 08, 2022	BUY	$49.93 - $50.12 $19,972 - $20,048	400 New	400 $19,000

Others Institutions Holding NEAR

# of Institutions

409

Shares Held

47.9M

Call Options Held

Put Options Held

Bank Of America Corp Charlotte, NC

3.5M
Shares

$179 Million
0.01% of portfolio
Morgan Stanley New York, NY

3.16M
Shares

$162 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

2.61M
Shares

$134 Million
0.03% of portfolio
Clearwater Capital Advisors, LLC

2.61M
Shares

$133 Million
13.35% of portfolio
Lpl Financial LLC Fort Mill, SC

2.56M
Shares

$131 Million
0.05% of portfolio

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