Retirement Planning Group New Holdings in Q4 2024

Retirement Planning Group

  • $1.66 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ACIO
ETF Ser Solutions Aptus Collar

ETFs
36.4K
New
$39.5 - $41.38 $1.44M - $1.51M
36.4K $1.46M
DRSK
ETF Ser Solutions Aptus Define

ETFs
35.6K
New
$27.43 - $28.44 $977K - $1.01M
35.6K $976K
OSCV
Opus Small Cap Value ETF

ETFs
20.1K
New
$36.89 - $40.88 $740K - $820K
20.1K $742K
ADME
ETF Ser Solutions Aptus Drawnd

ETFs
14.1K
New
$45.72 - $48.37 $646K - $683K
14.1K $659K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
8.32K
New
$45.07 - $47.1 $375K - $392K
8.32K $376K
BNDX
Vanguard Total International B

ETFs
7.57K
New
$48.91 - $50.61 $370K - $383K
7.57K $371K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
4.28K
New
$81.68 - $82.93 $350K - $355K
4.28K $351K
MBB
Ishares Tr

ETFs
3.46K
New
$91.26 - $95.82 $316K - $332K
3.46K $317K
TLT
Ishares Barclays 20+ Year Trea

ETFs
3.55K
New
$87.1 - $98.49 $309K - $349K
3.55K $309K
INTF
Ishares Tr

ETFs
10.5K
New
$28.54 - $31.26 $300K - $328K
10.5K $301K
XLF
Financial Sector Spdr

ETFs
4.97K
New
$44.89 - $51.34 $223K - $255K
4.97K $240K
IYW
Ishares Dj Us Tech ETF

ETFs
1.42K
New
$148.14 - $166.23 $211K - $237K
1.42K $227K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
1.89K
New
$115.08 - $119.55 $217K - $226K
1.89K $218K
BA
Boeing CO

Industrials
1.24K
New
$138.14 - $180.72 $171K - $223K
1.24K $218K
IEF
Ishares Barclays

ETFs
2.32K
New
$92.08 - $98.18 $214K - $228K
2.32K $214K
BK
Bank Of New York Mellon Corp

Financial Services
2.73K
New
$70.82 - $81.87 $193K - $223K
2.73K $209K
UNH
Unitedhealth Group Inc

Healthcare
409
New
$485.52 - $625.25 $199K - $256K
409 $206K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
973
New
$209.89 - $233.24 $204K - $227K
973 $206K
BCI
Abrdn Etfs Abrdn Bloomberg All

ETFs
10.3K
New
$19.27 - $20.9 $199K - $216K
10.3K $204K
CRM
Salesforce, Inc.

Technology
602
New
$270.87 - $367.87 $163K - $221K
602 $201K
Listed Fd Tr
5.5K
New
N/A
5.5K $0
JUCY
ETF Ser Solutions Aptus Enhanc
15.8K
New
N/A
15.8K $0
IDME
ETF Ser Solutions Intl Drawdow

ETFs
40.6K
New
N/A
40.6K $0
ETF Ser Solutions
26.5K
New
N/A
26.5K $0
Activity Summary
Buys All Purchases 160 New Holdings 25 Increased Positions 135 Sells All Sells 86 Reductions 86 Sold out 0 Options Calls 0 Puts 0
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