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 $42.5 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

$42.5 Million

Previous $32.9 Million 25.25%

% of portfolio

5.07%

Previous 4.34%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 16, 2024	BUY	$30.74 - $33.91 $6.03 Million - $6.65 Million	196,022 Added 19.2%	1,217,034 $41.3 Million
Q2 2024 Jul 22, 2024	SELL	$29.48 - $32.44 $4.27 Million - $4.7 Million	-144,959 Reduced 12.43%	1,021,012 $32.9 Million
Q1 2024 Apr 16, 2024	BUY	$27.26 - $30.98 $8.33 Million - $9.46 Million	305,474 Added 35.5%	1,165,971 $36.1 Million
Q4 2023 Jan 10, 2024	SELL	$24.17 - $27.75 $19.8 Million - $22.8 Million	-820,692 Reduced 48.82%	860,497 $23.8 Million
Q3 2023 Oct 17, 2023	SELL	$25.02 - $26.75 $4.76 Million - $5.09 Million	-190,197 Reduced 10.16%	1,681,189 $42.2 Million
Q2 2023 Jul 26, 2023	BUY	$23.87 - $25.85 $44.7 Million - $48.4 Million	1,871,386 New	1,871,386 $48.4 Million

Others Institutions Holding RECS

# of Institutions

Shares Held

21.7M

Call Options Held

Put Options Held

View Full List

About COLUMBIA ETF TR I

Ticker RECS
Sector ETFs
Industry ETFs

More about RECS

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Amplius Wealth Advisors, LLC Columbia ETF Tr I Transaction History