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Retirement Group, LLC

SEC CIK
0001740491
Latest filing
Apr 30, 2024

EXC holding history

Exelon Corp in every 13F filed by Retirement Group, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

EXC overviewAll 13F holders of EXCFull Q1 2024 holdings

Shares (Q1 2024)
165
Value
$6.20K
% of portfolio
<0.1%
Quarters held
9
Since Q1 2021
Holdings of EXC by Retirement Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 2024165$6.20K<0.1%00.0%UnchangedHolders
Q4 2023165$5.92K<0.1%00.0%UnchangedHolders
Q3 2023165$6.24K<0.1%00.0%UnchangedHolders
Q2 2023165$6.72K<0.1%00.0%UnchangedHolders
Q1 2023165$7.00K<0.1%00.0%UnchangedHolders
Q4 2022165$7.00K<0.1%+165NewHolders
Q3 20220$00.0%−165−100.0%Sold outHolders
Q2 2022165$7.00K<0.1%−83−33.5%ReducedHolders
Q1 2022248$12.0K<0.1%+248NewHolders
Q2 20210$00.0%−1,327−100.0%Sold outHolders
Q1 20211,327$58.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.