Retirement Planning Group Innovator U.S. Equity Buffer E Transaction History
Retirement Planning Group
- $1.66 Billion
- Q4 2024
Shares
4 transactions
Others Institutions Holding BOCT
# of Institutions
108Shares Held
4.27MCall Options Held
0Put Options Held
0-
Trustcore Financial Services, LLC597KShares$24.8 Million1.69% of portfolio
-
Brookstone Capital Management483KShares$20.1 Million0.35% of portfolio
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Penserra Capital Management LLC Orinda, CA352KShares$14.6 Million0.28% of portfolio
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Commonwealth Equity Services, LLC326KShares$13.5 Million0.02% of portfolio
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Integral Investment Advisors, Inc.259KShares$10.8 Million3.03% of portfolio