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	$36.5 - $39.94 $766 - $838	-21 Closed	0 $0
Q4 2021 Feb 08, 2022	BUY	$36.17 - $39.8 $759 - $835	21 New	21 $0

Others Institutions Holding PFM

# of Institutions

144

Shares Held

9.12M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

1.97M
Shares

$100 Million
0.03% of portfolio
Raymond James Financial Inc St. Petersburg, FL

846K
Shares

$43.2 Million
0.01% of portfolio
Morgan Stanley New York, NY

722K
Shares

$36.8 Million
0.0% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

465K
Shares

$23.7 Million
0.03% of portfolio
Wilbanks Smith & Thomas Asset Management LLC

427K
Shares

$21.8 Million
0.51% of portfolio

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