Bogart Wealth, LLC Columbia ETF Tr I Call Options Transaction History

Bogart Wealth, LLC

$2.1 Billion
Q4 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding RECS

# of Institutions

90

Shares Held

24.8M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

5.98M
Shares

$213 Million
0.09% of portfolio
Bank Of America Corp Charlotte, NC

3.06M
Shares

$109 Million
0.01% of portfolio
Ameriprise Financial Inc Minneapolis, MN

1.79M
Shares

$63.9 Million
0.02% of portfolio
Fundamentun, LLC Beachwood, OH

1.41M
Shares

$50.3 Million
3.12% of portfolio
Amplius Wealth Advisors, LLC

1.35M
Shares

$48.2 Million
5.5% of portfolio

About COLUMBIA ETF TR I

Ticker RECS
Sector ETFs
Industry ETFs

More about RECS

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