Mark Sheptoff Financial Planning, LLC Columbia ETF Tr I Transaction History
Mark Sheptoff Financial Planning, LLC
- $186 Million
- Q3 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 $10,800. This represents 0.01% of its overall portfolio holdings.
Number of Shares
300
Previous 300
-0.0%
Holding current value
$10,800
Previous $9,000
11.11%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding RECS
# of Institutions
69Shares Held
21.7MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC5.98MShares$215 Million0.09% of portfolio
-
Bank Of America Corp Charlotte, NC3.06MShares$110 Million0.01% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.79MShares$64.6 Million0.02% of portfolio
-
Amplius Wealth Advisors, LLC1.22MShares$43.8 Million5.07% of portfolio
-
Morgan Stanley New York, NY1.18MShares$42.3 Million0.0% of portfolio