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Retirement Planning Company of New England’s ProShares S&P Technology Dividend Aristocrats ETF TDV Stock Holding History

Retirement Planning Company of New England’s Portfolio TDV Stock Details TDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-5
Closed – – 803
2021
Q4 		$0 Buy
+5
New +$319 ﹤0.01% 961

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OPS
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CS
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Citigroup
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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Retirement Planning Company of New England's TDV Position: Q1 2022 in Review

Retirement Planning Company of New England sold out of ProShares S&P Technology Dividend Aristocrats ETF (TDV) in Q1 2022, closing a stake of 5 shares.

Retirement Planning Company of New England first reported a position in TDV in Q4 2021 and held it in 1 quarter. The position peaked at $0 in Q4 2021. 31 funds tracked by Wall St. Rank hold TDV as of Q1 2022.

  • Retirement Planning Company of New England reported no remaining ProShares S&P Technology Dividend Aristocrats ETF position as of Q1 2022 after selling out during the quarter.
  • Retirement Planning Company of New England sold 5 ProShares S&P Technology Dividend Aristocrats ETF shares in Q1 2022.
  • Retirement Planning Company of New England first reported a position in ProShares S&P Technology Dividend Aristocrats ETF in Q4 2021 and held it in 1 quarter.
  • Retirement Planning Company of New England's ProShares S&P Technology Dividend Aristocrats ETF position peaked at $0 in Q4 2021.
  • 31 funds tracked by Wall St. Rank held ProShares S&P Technology Dividend Aristocrats ETF as of Q1 2022.

Based on Retirement Planning Company of New England's 13F filing for Q1 2022, filed 6 May 2022.