New England Capital Financial Advisors LLC Columbia ETF Tr I Transaction History

New England Capital Financial Advisors LLC

$193 Billion
Q3 2024

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 02, 2024	BUY	$27.26 - $30.98 $599 - $681	22 New	22 $682,000

Others Institutions Holding RECS

# of Institutions

Shares Held

21.7M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

5.98M
Shares

$213 Million
0.09% of portfolio
Bank Of America Corp Charlotte, NC

3.06M
Shares

$109 Million
0.01% of portfolio
Ameriprise Financial Inc Minneapolis, MN

1.79M
Shares

$63.9 Million
0.02% of portfolio
Amplius Wealth Advisors, LLC

1.22M
Shares

$43.4 Million
5.07% of portfolio
Morgan Stanley New York, NY

1.18M
Shares

$41.9 Million
0.0% of portfolio

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About COLUMBIA ETF TR I

Ticker RECS
Sector ETFs
Industry ETFs

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