Bogart Wealth, LLC Columbia ETF Tr I Transaction History

Bogart Wealth, LLC

$2.1 Billion
Q3 2024

A detailed history of Bogart Wealth, LLC transactions in Columbia ETF Tr I stock. As of the latest transaction made, Bogart Wealth, LLC holds 107,359 shares of RECS stock, worth $3.73 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares

107,359

Holding current value

$3.73 Million

% of portfolio

0.17%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 22, 2024	BUY	$30.74 - $33.91 $3.3 Million - $3.64 Million	107,359 New	107,359 $3.64 Million

Others Institutions Holding RECS

# of Institutions

Shares Held

18.2M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

3.96M
Shares

$137 Million
0.07% of portfolio
Ameriprise Financial Inc Minneapolis, MN

2.68M
Shares

$93.1 Million
0.02% of portfolio
Bank Of America Corp Charlotte, NC

2.47M
Shares

$85.8 Million
0.01% of portfolio
Amplius Wealth Advisors, LLC

1.22M
Shares

$42.3 Million
5.07% of portfolio
Stratos Wealth Partners, Ltd.

1.13M
Shares

$39.4 Million
0.57% of portfolio

View Full List

About COLUMBIA ETF TR I

Ticker RECS
Sector ETFs
Industry ETFs

More about RECS

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