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Price T Rowe Retirement FDS

Q3 2024 vs Q4 2024

Comparing institutional holders between quarters

Quarters

Q4 2024Q3 2024Q2 2024Q1 2024Q3 2022
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Westside Investment Management, Inc.
UNCHANGED
Shares1,997 from 1,997
Change0 (0%)
Value$33.1K (-$580)
Filed 2025-01-17
MFA Wealth Advisors, LLC
CLOSED
Shares0 from 7,695
Change-7,695 (-100%)
Value$0 (-$134.8K)
Filed 2025-01-29
Status
Westside Investment Management, Inc.
UNCHANGED1,9971,99700%$33.6K$33.1K-$5802025-01-17
MFA Wealth Advisors, LLC
CLOSED07,695-7,695-100%$134.8K$0-$134.8K2025-01-29
Showing 2 of 2 institutions