Retirement Planning Co of New England, Inc.
PensionPosition in TOAK — Twin Oak Short Horizon Absolute Return ETF
CIK 1817693
Warwick, RI
All Filings in TOAK
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 TOAK | $2,419,736 | 85,232 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 TOAK | $2,002,405 | 71,184 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 TOAK | $1,878,831 | 67,511 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 TOAK | $1,217,569 | 44,227 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 TOAK | $953,773 | 35,033 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||