Retirement Planning CO Of New England, Inc. Global X Fds Global X Social M 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	$36.21 - $54.05 $14,375 - $21,457	-397 Closed	0 $0
Q4 2021 Feb 08, 2022	BUY	$52.14 - $65.88 $20,699 - $26,154	397 New	397 $21,000

Others Institutions Holding SOCL

# of Institutions

Shares Held

1.15M

Call Options Held

Put Options Held

Daiwa Securities Group Inc. Tokyo, M0

315K
Shares

$18.8 Million
0.06% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

254K
Shares

$15.2 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

196K
Shares

$11.7 Million
0.0% of portfolio
Morgan Stanley New York, NY

80.4K
Shares

$4.8 Million
0.0% of portfolio
Stifel Financial Corp St. Louis, MO

29.5K
Shares

$1.76 Million
0.0% of portfolio

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