Retirement Group, LLC

SEC CIK: 0001740491
Latest filing: Apr 30, 2024

SEC filings (opens in a new tab)

TFC holding history

Truist Financial 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.

TFC overview All 13F holders of TFC Full Q1 2024 holdings

Shares (Q1 2024): 301
Value: $11.7K
% of portfolio: <0.1%
Quarters held: 2; Since Q1 2021

Holdings of TFC by Retirement Group, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q1 2024	301	$11.7K	<0.1%	+301	New	Holders
Q2 2021	0	$0	0.0%	−1,662−100.0%	Sold out	Holders
Q1 2021	1,662	$97.0K	<0.1%	–	–	Holders

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