A detailed history of Western Wealth Management, LLC transactions in Columbia ETF Tr I stock. As of the latest transaction made, Western Wealth Management, LLC holds 106,944 shares of RECS stock, worth $3.48 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares
106,944
Previous 97,539 9.64%
Holding current value
$3.48 Million
Previous $3.38 Million 5.18%
% of portfolio
0.24%
Previous 0.23%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 23, 2025

BUY
$32.64 - $36.08 $306,979 - $339,332
9,405 Added 9.64%
106,944 $3.55 Million
Q4 2024

Apr 15, 2025

BUY
$33.61 - $36.42 $3.28 Million - $3.55 Million
97,539 New
97,539 $3.38 Million
Q3 2024

Nov 12, 2024

BUY
$30.74 - $33.91 $1.07 Million - $1.18 Million
34,933 Added 126.48%
62,552 $2.12 Million
Q2 2024

Jul 19, 2024

BUY
$29.48 - $32.44 $91,388 - $100,564
3,100 Added 12.64%
27,619 $891,000
Q1 2024

May 02, 2024

BUY
$27.26 - $30.98 $204,259 - $232,133
7,493 Added 44.01%
24,519 $759,000
Q4 2023

Jan 31, 2024

SELL
$24.17 - $27.75 $4,568 - $5,244
-189 Reduced 1.1%
17,026 $471,000
Q3 2023

Nov 07, 2023

BUY
$25.02 - $26.75 $12,510 - $13,375
500 Added 2.99%
17,215 $432,000
Q2 2023

Aug 30, 2023

BUY
$23.87 - $25.85 $398,987 - $432,082
16,715 New
16,715 $432,000

Others Institutions Holding RECS

About COLUMBIA ETF TR I


  • Ticker RECS
  • Sector ETFs
  • Industry ETFs
More about RECS
Track This Portfolio

Track Western Wealth Management, LLC Portfolio

Follow Western Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Western Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Western Wealth Management, LLC with notifications on news.