Mark Sheptoff Financial Planning, LLC Columbia ETF Tr I Transaction History
Mark Sheptoff Financial Planning, LLC
- $176 Million
- Q2 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 300 shares of RECS stock, worth $10,125. This represents 0.01% of its overall portfolio holdings.
Number of Shares
300
Previous 300
-0.0%
Holding current value
$10,125
Previous $9,000
-0.0%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding RECS
# of Institutions
53Shares Held
15.5MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC3.96MShares$133 Million0.07% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.68MShares$90.4 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC2.47MShares$83.3 Million0.01% of portfolio
-
Amplius Wealth Advisors, LLC1.02MShares$34.5 Million4.34% of portfolio
-
Thrivent Financial For Lutherans Minneapolis, MN744KShares$25.1 Million0.05% of portfolio