Mark Sheptoff Financial Planning, LLC Columbia ETF Tr I Transaction History
Mark Sheptoff Financial Planning, LLC
- $182 Million
- Q4 2024
A detailed history of Mark Sheptoff Financial Planning, LLC transactions in Columbia ETF Tr I stock. As of the latest transaction made, Mark Sheptoff Financial Planning, LLC holds 357 shares of RECS stock, worth $11,613. This represents 0.01% of its overall portfolio holdings.
Number of Shares
357
Previous 300
19.0%
Holding current value
$11,613
Previous $10,000
20.0%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding RECS
# of Institutions
123Shares Held
38MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC8.09MShares$263 Million0.12% of portfolio
-
Bank Of America Corp Charlotte, NC3.54MShares$115 Million0.01% of portfolio
-
Gradient Investments LLC2.01MShares$65.3 Million1.67% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.71MShares$55.6 Million0.02% of portfolio
-
Morgan Stanley New York, NY1.69MShares$55.1 Million0.0% of portfolio