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Retirement Group, LLC

SEC CIK
0001740491
Latest filing
Apr 30, 2024

FISV holding history

Fiserv Inc 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.

FISV overviewAll 13F holders of FISVFull Q1 2024 holdings

Shares (Q1 2024)
73
Value
$11.7K
% of portfolio
<0.1%
Quarters held
10
Since Q3 2021
Holdings of FISV by Retirement Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 202473$11.7K<0.1%+41+128.1%AddedHolders
Q4 202332$4.25K<0.1%+12+60.0%AddedHolders
Q3 202320$2.26K<0.1%00.0%UnchangedHolders
Q2 202320$2.52K<0.1%00.0%UnchangedHolders
Q1 202320$2.00K<0.1%00.0%UnchangedHolders
Q4 202220$2.00K<0.1%+20NewHolders
Q3 20220$00.0%−38−100.0%Sold outHolders
Q2 202238$3.00K<0.1%+19+100.0%AddedHolders
Q1 202219$2.00K<0.1%+10+111.1%AddedHolders
Q4 20219$1.00K<0.1%00.0%UnchangedHolders
Q3 20219$1.00K<0.1%+9NewHolders