Ownership history in 55I, LLC · 1 quarter on record
This page tracks every 13F SEC filing in which 55I, LLC reported a position in Russell Inv Tax-Managed US Lar (RETSX). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2022 Q2 | INITIATED | 6,291 | — | — | 0.01% | $350K | $54.49 |