Retirement Planning CO Of New England, Inc. Invesco Exchange Traded Fd Tr 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	$21.72 - $23.32 $15,464 - $16,603	-712 Closed	0 $0
Q4 2021 Feb 08, 2022	BUY	$22.55 - $24.31 $16,055 - $17,308	712 New	712 $16,000

Others Institutions Holding PBP

# of Institutions

Shares Held

4.5M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

669K
Shares

$14.9 Million
0.0% of portfolio
United Community Bank Greenville, SC

529K
Shares

$11.8 Million
3.96% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

412K
Shares

$9.17 Million
0.02% of portfolio
Mai Capital Management

348K
Shares

$7.75 Million
0.06% of portfolio
Susquehanna International Group, LLP Bala Cynwyd, PA

235K
Shares

$5.22 Million
0.0% of portfolio

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