Amplius Wealth Advisors, LLC Columbia ETF Tr I Transaction History

Amplius Wealth Advisors, LLC

$815 Million
Q3 2024

A detailed history of Amplius Wealth Advisors, LLC transactions in Columbia ETF Tr I stock. As of the latest transaction made, Amplius Wealth Advisors, LLC holds 1,217,034 shares of RECS stock, worth $41.8 Million. This represents 5.07% of its overall portfolio holdings.

Number of Shares

1,217,034

Previous 1,021,012 19.2%

Holding current value

$41.8 Million

Previous $32.9 Million 25.25%

% of portfolio

5.07%

Previous 4.34%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 16, 2024	BUY	$30.74 - $33.91 $6.03 Million - $6.65 Million	196,022 Added 19.2%	1,217,034 $41.3 Million
Q2 2024 Jul 22, 2024	SELL	$29.48 - $32.44 $4.27 Million - $4.7 Million	-144,959 Reduced 12.43%	1,021,012 $32.9 Million
Q1 2024 Apr 16, 2024	BUY	$27.26 - $30.98 $8.33 Million - $9.46 Million	305,474 Added 35.5%	1,165,971 $36.1 Million
Q4 2023 Jan 10, 2024	SELL	$24.17 - $27.75 $19.8 Million - $22.8 Million	-820,692 Reduced 48.82%	860,497 $23.8 Million
Q3 2023 Oct 17, 2023	SELL	$25.02 - $26.75 $4.76 Million - $5.09 Million	-190,197 Reduced 10.16%	1,681,189 $42.2 Million
Q2 2023 Jul 26, 2023	BUY	$23.87 - $25.85 $44.7 Million - $48.4 Million	1,871,386 New	1,871,386 $48.4 Million

Others Institutions Holding RECS

# of Institutions

Shares Held

21.7M

Call Options Held

Put Options Held

View Full List

About COLUMBIA ETF TR I

Ticker RECS
Sector ETFs
Industry ETFs

More about RECS

Track This Portfolio

Portfolio Update

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

News

Stay updated on Amplius Wealth Advisors, LLC with notifications on news.

Account

Amplius Wealth Advisors, LLC Columbia ETF Tr I Transaction History