Retirement Group, LLC Closed Holding Positions

Retirement Group, LLC

  • $268 Million
  • Q1 2024
Stock Closed Quarter Shares Sold Price Range Trade History
DWX
Spdr Index Shs Fds S&P Intl Di

ETFs
Q2 2020 Filed on Sep 08, 2021
139
$29.2 - $35.76 $4.06K - $4.97K
INCO
Columbia ETF Tr Ii Columbia In

ETFs
Q2 2020 Filed on Sep 08, 2021
75
$28.57 - $37.9 $2.14K - $2.84K
TCPC
Black Rock Tcp Capital Corp.

Financial Services
Q2 2020 Filed on Sep 08, 2021
442
$5.22 - $10.82 $2.31K - $4.78K
BAH
Booz Allen Hamilton Holding Corp

Industrials
Q3 2020 Filed on Sep 08, 2021
76
$70.9 - $88.77 $5.39K - $6.75K
Colony Cap Inc New
Q3 2020 Filed on Sep 08, 2021
328
N/A
CFFN
Capitol Federal Financial, Inc.

Financial Services
Q2 2020 Filed on Sep 08, 2021
500
$10.52 - $12.54 $5.26K - $6.27K
BWXT
Bwx Technologies, Inc.

Industrials
Q2 2020 Filed on Sep 08, 2021
76
$47.99 - $63.25 $3.65K - $4.81K
RAD
Rite Aid Corp

Healthcare
Q2 2020 Filed on Sep 08, 2021
9
$11.43 - $17.31 $103 - $156
CRON
Cronos Group Inc.

Healthcare
Q2 2020 Filed on Sep 08, 2021
23
$4.84 - $8.02 $111 - $184
Franklin Templeton ETF Tr
Q2 2020 Filed on Sep 08, 2021
97
N/A
Federal Realty Invt Tr
Q3 2020 Filed on Sep 08, 2021
65
N/A
AIEQ
ETF Managers Tr Ai Powered Equ
Q2 2020 Filed on Sep 08, 2021
217
N/A
Raytheon CO
Q2 2020 Filed on Sep 08, 2021
639
N/A
FTEC
Fidelity Covington Tr Msci Inf

ETFs
Q3 2020 Filed on Sep 08, 2021
620
$82.47 - $99.96 $51.1K - $62K
FSLR
First Solar, Inc.

Technology
Q3 2020 Filed on Sep 08, 2021
104
$49.09 - $80.0 $5.11K - $8.32K
ALC
Alcon Inc

Healthcare
Q3 2020 Filed on Sep 08, 2021
2
$55.23 - $62.39 $110 - $125
FTA
First Tr Large Cap Value

ETFs
Q2 2020 Filed on Sep 08, 2021
103
$34.68 - $53.54 $3.57K - $5.51K
REXR
Rexford Industrial Realty, Inc.

Real Estate
Q3 2020 Filed on Sep 08, 2021
393
$40.7 - $48.9 $16K - $19.2K
CVLT
Commvault Systems Inc

Technology
Q2 2021 Filed on Aug 17, 2021
1,110
$64.96 - $81.64 $72.1K - $90.6K
Dmy Technology Group Inc Ii
Q2 2021 Filed on Aug 17, 2021
100
N/A
Ishares Tr
Q2 2021 Filed on Aug 17, 2021
18
N/A
INTF
Ishares Tr

ETFs
Q2 2021 Filed on Aug 17, 2021
624
$29.11 - $31.55 $18.2K - $19.7K
CRMD
Cor Medix Inc.

Healthcare
Q2 2021 Filed on Aug 17, 2021
399
$6.05 - $10.09 $2.41K - $4.03K
WTRG
Essential Utilities, Inc.

Utilities
Q2 2021 Filed on Aug 17, 2021
74
$44.72 - $49.09 $3.31K - $3.63K
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
Q2 2021 Filed on Aug 17, 2021
3,036
$28.3 - $28.9 $85.9K - $87.7K
BSCO
Invesco Et Self Idxd Fd Tr Bul

ETFs
Q2 2021 Filed on Aug 17, 2021
83
$22.15 - $22.28 $1.84K - $1.85K
PRNT
Ark ETF Tr 3 D Printing ETF

ETFs
Q2 2021 Filed on Aug 17, 2021
286
$35.39 - $40.24 $10.1K - $11.5K
IZRL
Ark ETF Tr Israel Innovative T

ETFs
Q2 2021 Filed on Aug 17, 2021
805
$28.67 - $32.53 $23.1K - $26.2K
ARKW
Ark Next Generation Internet E

ETFs
Q2 2021 Filed on Aug 17, 2021
1,597
$123.49 - $160.08 $197K - $256K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
Q2 2021 Filed on Aug 17, 2021
5,327
$26.28 - $26.69 $140K - $142K
CHWY
Chewy, Inc.

Consumer Cyclical
Q2 2021 Filed on Aug 17, 2021
48
$65.68 - $87.38 $3.15K - $4.19K
AMBA
Ambarella Inc

Technology
Q2 2021 Filed on Aug 17, 2021
50
$84.23 - $107.37 $4.21K - $5.37K
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
Q2 2021 Filed on Aug 17, 2021
2,376
$26.65 - $27.15 $63.3K - $64.5K
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
Q2 2021 Filed on Aug 17, 2021
4,727
$26.78 - $27.08 $127K - $128K
IBDO
Ishares Ibonds Dec 2023 Term C

ETFs
Q2 2021 Filed on Aug 17, 2021
2,955
$26.04 - $26.14 $76.9K - $77.2K
ASXC
Asensus Surgical, Inc.

Healthcare
Q2 2021 Filed on Aug 17, 2021
9
$1.52 - $3.62 $13.7 - $32.6
QS
Quantum Scape Corp

Consumer Cyclical
Q2 2021 Filed on Aug 17, 2021
1,149
$24.06 - $49.38 $27.6K - $56.7K
ATOS
Atossa Therapeutics, Inc.

Healthcare
Q2 2021 Filed on Aug 17, 2021
1,250
$1.52 - $8.62 $1.9K - $10.8K
CACI
Caci International Inc

Technology
Q2 2021 Filed on Aug 17, 2021
30
$248.6 - $266.57 $7.46K - $8K
XSW
Spdr S&P Software & Services E

ETFs
Q2 2021 Filed on Aug 17, 2021
148
$150.1 - $174.0 $22.2K - $25.8K
EGP
Eastgroup Properties Inc

Real Estate
Q2 2021 Filed on Aug 17, 2021
32
$147.48 - $170.97 $4.72K - $5.47K
EBAY
Ebay Inc

Consumer Cyclical
Q2 2021 Filed on Aug 17, 2021
120
$55.79 - $70.49 $6.69K - $8.46K
XTL
Spdr Ser Tr S & P Telecom ETF

ETFs
Q2 2021 Filed on Aug 17, 2021
251
$93.28 - $104.38 $23.4K - $26.2K
ARKQ
Ark Autonomous Technology & Ro

ETFs
Q2 2021 Filed on Aug 17, 2021
2,531
$74.47 - $87.19 $188K - $221K
BYOB
Tidal ETF Tr Sofi Be Your Own
Q2 2021 Filed on Aug 17, 2021
11,564
N/A
UBSI
United Bankshares Inc

Financial Services
Q2 2021 Filed on Aug 17, 2021
135
$36.36 - $42.31 $4.91K - $5.71K
HUM
Humana Inc

Healthcare
Q2 2021 Filed on Aug 17, 2021
26
$407.15 - $469.97 $10.6K - $12.2K
ZOM
Zomedica Corp.

Healthcare
Q2 2021 Filed on Aug 17, 2021
2,200
$0.72 - $1.46 $1.58K - $3.21K
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
Q2 2021 Filed on Aug 17, 2021
46
$32.08 - $32.55 $1.48K - $1.5K
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