Amplius Wealth Advisors, LLC Columbia ETF Tr I Transaction History
Amplius Wealth Advisors, LLC
- $815 Million
- Q3 2024
A detailed history of Amplius Wealth Advisors, LLC transactions in Columbia ETF Tr I stock. As of the latest transaction made, Amplius Wealth Advisors, LLC holds 1,217,034 shares of RECS stock, worth $43.1 Million. This represents 5.07% of its overall portfolio holdings.
Number of Shares
1,217,034
Previous 1,021,012
19.2%
Holding current value
$43.1 Million
Previous $32.9 Million
25.25%
% of portfolio
5.07%
Previous 4.34%
Shares
6 transactions
Others Institutions Holding RECS
# of Institutions
69Shares Held
21.7MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC5.98MShares$212 Million0.09% of portfolio
-
Bank Of America Corp Charlotte, NC3.06MShares$108 Million0.01% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.79MShares$63.5 Million0.02% of portfolio
-
Morgan Stanley New York, NY1.18MShares$41.6 Million0.0% of portfolio
-
Stratos Wealth Partners, Ltd.1.13MShares$40.1 Million0.57% of portfolio