Retirement Planning CO Of New England, Inc. First Trust Multi Asset Divers Transaction History

Retirement Planning CO Of New England, Inc.

$197 Million
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 06, 2022	SELL	$16.21 - $17.08 $23,650 - $24,919	-1,459 Closed	0 $0
Q4 2021 Feb 08, 2022	BUY	$15.99 - $16.99 $23,329 - $24,788	1,459 New	1,459 $24,000

Others Institutions Holding MDIV

# of Institutions

102

Shares Held

9.11M

Call Options Held

Put Options Held

Flaharty Asset Management, LLC

1.38M
Shares

$22.2 Million
3.37% of portfolio
Lpl Financial LLC Fort Mill, SC

972K
Shares

$15.6 Million
0.01% of portfolio
Morgan Stanley New York, NY

802K
Shares

$12.9 Million
0.0% of portfolio
Commonwealth Equity Services, LLC

614K
Shares

$9.87 Million
0.02% of portfolio
Bank Of America Corp Charlotte, NC

539K
Shares

$8.66 Million
0.0% of portfolio

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