Retirement Planning Group Innovator U.S. Equity Buffer E Transaction History
Retirement Planning Group
- $1.64 Billion
- Q2 2025
Shares
3 transactions
Others Institutions Holding BJAN
# of Institutions
124Shares Held
5.09MCall Options Held
0Put Options Held
0-
Commonwealth Equity Services, LLC655KShares$34.9 Million0.04% of portfolio
-
Brookstone Capital Management513KShares$27.3 Million0.39% of portfolio
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Penserra Capital Management LLC Orinda, CA347KShares$18.5 Million0.24% of portfolio
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Integral Investment Advisors, Inc.249KShares$13.3 Million3.68% of portfolio
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Wealth Enhancement Advisory Services, LLC170KShares$9.06 Million0.02% of portfolio