Balance Wealth, LLC Columbia ETF Tr I Transaction History
Balance Wealth, LLC
- $405 Billion
- Q3 2025
A detailed history of Balance Wealth, LLC transactions in Columbia ETF Tr I stock. As of the latest transaction made, Balance Wealth, LLC holds 38,831 shares of RECS stock, worth $1.57 Million. This represents 0.39% of its overall portfolio holdings.
Number of Shares
38,831
Previous 54,725
29.04%
Holding current value
$1.57 Million
Previous $2.01 Billion
22.18%
% of portfolio
0.39%
Previous 1.18%
Shares
3 transactions
Others Institutions Holding RECS
# of Institutions
164Shares Held
77MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC13.7MShares$556 Million0.17% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN13.2MShares$534 Million0.13% of portfolio
-
Bank Of America Corp Charlotte, NC5.84MShares$236 Million0.02% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL4.05MShares$164 Million0.05% of portfolio
-
Morgan Stanley New York, NY3.95MShares$160 Million0.01% of portfolio