RETIREMENT PLANNING GROUP, LLC / NY
Holdings in JCE
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $4,273,753 | 268,115 | Shares | Sole | 2026-02-02 |
| 2025-09-30 | $4,258,095 | 270,699 | Shares | Sole | 2025-10-28 |
| 2025-06-30 | $4,337,055 | 279,810 | Shares | Sole | 2025-07-25 |
| 2025-03-31 | $4,182,909 | 286,697 | Shares | Sole | 2025-04-22 |
| 2024-12-31 | $4,641,082 | 291,892 | Shares | Sole | 2025-02-19 |