Kwb Wealth Columbia ETF Tr I Transaction History

Kwb Wealth

$789 Million
Q4 2024

A detailed history of Kwb Wealth transactions in Columbia ETF Tr I stock. As of the latest transaction made, Kwb Wealth holds 41,061 shares of RECS stock, worth $1.46 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares

41,061

Holding current value

$1.46 Million

% of portfolio

0.18%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 13, 2025	BUY	$33.61 - $36.42 $1.38 Million - $1.5 Million	41,061 New	41,061 $1.42 Million

Others Institutions Holding RECS

# of Institutions

Shares Held

23.6M

Call Options Held

Put Options Held

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

$63.8 Million
0.02% of portfolio
Fundamentun, LLC Beachwood, OH

1.41M
Shares

$50.2 Million
3.12% of portfolio
Amplius Wealth Advisors, LLC

1.35M
Shares

$48 Million
5.5% of portfolio

View Full List

About COLUMBIA ETF TR I

Ticker RECS
Sector ETFs
Industry ETFs

More about RECS

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