Balance Wealth, LLC Columbia ETF Tr I Transaction History

Balance Wealth, LLC

  • $171 Billion
  • Q2 2025

A detailed history of Balance Wealth, LLC transactions in Columbia ETF Tr I stock. As of the latest transaction made, Balance Wealth, LLC holds 54,725 shares of RECS stock, worth $2.13 Million. This represents 1.18% of its overall portfolio holdings.

Number of Shares
54,725
Previous 302,019 81.88%
Holding current value
$2.13 Million
Previous $10 Billion 79.93%
% of portfolio
1.18%
Previous 6.52%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
SELL
$29.4 - $36.79 $7.27 Million - $9.1 Million
-247,294 Reduced 81.88%
54,725 $2.01 Billion
Q1 2025

Apr 23, 2025
BUY
$32.64 - $36.08 $9.86 Million - $10.9 Million
302,019 New
302,019 $10 Billion

Others Institutions Holding RECS

# of Institutions
142
Shares Held
60.5M
Call Options Held
0
Put Options Held
0
View Full List

About COLUMBIA ETF TR I

RECS Quotes by TradingView
  • Ticker RECS
  • Sector ETFs
  • Industry ETFs
More about RECS
Track This Portfolio

Track Balance Wealth, LLC Portfolio

Follow Balance Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Balance Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Balance Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email