Amplius Wealth Advisors, LLC Columbia ETF Tr I Transaction History
Amplius Wealth Advisors, LLC
- $759 Million
- Q2 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 1,021,012 shares of RECS stock, worth $34.4 Million. This represents 4.34% of its overall portfolio holdings.
Number of Shares
1,021,012
Previous 1,165,971
12.43%
Holding current value
$34.4 Million
Previous $36.1 Million
8.78%
% of portfolio
4.34%
Previous 4.41%
Shares
5 transactions
Others Institutions Holding RECS
# of Institutions
53Shares Held
15.5MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC3.96MShares$133 Million0.07% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.68MShares$90.2 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC2.47MShares$83.1 Million0.01% of portfolio
-
Thrivent Financial For Lutherans Minneapolis, MN744KShares$25 Million0.05% of portfolio
-
Stratos Wealth Partners, Ltd.593KShares$20 Million0.31% of portfolio