Balance Wealth, LLC Columbia ETF Tr I Transaction History

Balance Wealth, LLC

$154 Billion
Q1 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 302,019 shares of RECS stock, worth $10.4 Million. This represents 6.52% of its overall portfolio holdings.

Number of Shares

302,019

Holding current value

$10.4 Million

% of portfolio

6.52%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
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

130

Shares Held

55.6M

Call Options Held

Put Options Held

Ameriprise Financial Inc Minneapolis, MN

10.6M
Shares

$364 Million
0.1% of portfolio
Lpl Financial LLC Fort Mill, SC

8.99M
Shares

$308 Million
0.12% of portfolio
Bank Of America Corp Charlotte, NC

4.92M
Shares

$169 Million
0.01% of portfolio
Raymond James Financial Inc St. Petersburg, FL

2.75M
Shares

$94.3 Million
0.04% of portfolio
Morgan Stanley New York, NY

2.4M
Shares

$82.3 Million
0.01% of portfolio

View Full List

About COLUMBIA ETF TR I

Ticker RECS
Sector ETFs
Industry ETFs

More about RECS

Track This Portfolio

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.

Account

Balance Wealth, LLC Columbia ETF Tr I Transaction History