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Retirement Group, LLC

SEC CIK
0001740491
Latest filing
Apr 30, 2024

PFX holding history

PhenixFIN 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.

PFX overviewAll 13F holders of PFXFull Q1 2024 holdings

Shares (Q1 2024)
1,154
Value
$50.9K
% of portfolio
<0.1%
Quarters held
2
Since Q4 2023
Holdings of PFX by Retirement Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20241,154$50.9K<0.1%−50−4.2%ReducedHolders
Q4 20231,204$50.9K<0.1%+1,204NewHolders