Amplius Wealth Advisors, LLC Columbia ETF Tr I Transaction History
Amplius Wealth Advisors, LLC
- $881 Million
- Q1 2025
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 1,512,538 shares of RECS stock, worth $49.9 Million. This represents 5.67% of its overall portfolio holdings.
Number of Shares
1,512,538
Previous 1,351,246
11.94%
Holding current value
$49.9 Million
Previous $46.8 Million
6.73%
% of portfolio
5.67%
Previous 5.5%
Shares
8 transactions
Others Institutions Holding RECS
# of Institutions
114Shares Held
36.3MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC8.09MShares$267 Million0.12% of portfolio
-
Bank Of America Corp Charlotte, NC3.54MShares$117 Million0.01% of portfolio
-
Gradient Investments LLC2.01MShares$66.3 Million1.67% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.71MShares$56.5 Million0.02% of portfolio
-
Morgan Stanley New York, NY1.69MShares$55.9 Million0.0% of portfolio