Retirement Planning CO Of New England, Inc. Ssga Active ETF Tr Ssga Ultra Transaction History

Retirement Planning CO Of New England, Inc.

$197 Million
Q3 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 12, 2022	BUY	$39.82 - $40.04 $756 - $760	19 Added 0.23%	8,306 $330,000
Q1 2022 May 06, 2022	SELL	$39.91 - $40.32 $142,997 - $144,466	-3,583 Reduced 30.19%	8,287 $331,000
Q4 2021 Feb 08, 2022	BUY	$40.28 - $40.45 $478,123 - $480,141	11,870 New	11,870 $478,000

Others Institutions Holding ULST

# of Institutions

112

Shares Held

11.4M

Call Options Held

Put Options Held

Gradient Investments LLC

1.71M
Shares

$69.2 Million
1.84% of portfolio
Cwm, LLC

1.62M
Shares

$65.5 Million
0.28% of portfolio
January Capital Advisors LLC

1.23M
Shares

$49.9 Million
43.57% of portfolio
Lpl Financial LLC Fort Mill, SC

1.08M
Shares

$43.6 Million
0.02% of portfolio
Morgan Stanley New York, NY

692K
Shares

$28 Million
0.0% of portfolio

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About SSGA ACTIVE ETF TR SSGA ULTRA

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