Tcfg Wealth Management, LLC Columbia ETF Tr I Transaction History

Tcfg Wealth Management, LLC

$199 Billion
Q4 2024

A detailed history of Tcfg Wealth Management, LLC transactions in Columbia ETF Tr I stock. As of the latest transaction made, Tcfg Wealth Management, LLC holds 6,184 shares of RECS stock, worth $222,314. This represents 0.11% of its overall portfolio holdings.

Number of Shares

6,184

Holding current value

$222,314

% of portfolio

0.11%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 30, 2025	BUY	$33.61 - $36.42 $207,844 - $225,221	6,184 New	6,184 $214 Million

Others Institutions Holding RECS

# of Institutions

Shares Held

22.9M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

5.98M
Shares

$215 Million
0.09% of portfolio
Bank Of America Corp Charlotte, NC

3.06M
Shares

$110 Million
0.01% of portfolio
Ameriprise Financial Inc Minneapolis, MN

1.79M
Shares

$64.5 Million
0.02% of portfolio
Fundamentun, LLC Beachwood, OH

1.41M
Shares

$50.7 Million
3.12% of portfolio
Amplius Wealth Advisors, LLC

1.35M
Shares

$48.6 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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Tcfg Wealth Management, LLC Columbia ETF Tr I Transaction History