Congress Wealth Management LLC Columbia ETF Tr I Transaction History

Congress Wealth Management LLC

  • $9.76 Billion
  • Q2 2025

A detailed history of Congress Wealth Management LLC transactions in Columbia ETF Tr I stock. As of the latest transaction made, Congress Wealth Management LLC holds 99,278 shares of RECS stock, worth $4.02 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
99,278
Previous 90,009 10.3%
Holding current value
$4.02 Million
Previous $2.99 Million 22.18%
% of portfolio
0.04%
Previous 0.04%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
BUY
$29.4 - $36.79 $272,508 - $341,006
9,269 Added 10.3%
99,278 $3.65 Million
Q1 2025

May 14, 2025
BUY
$32.64 - $36.08 $2.94 Million - $3.25 Million
90,009 New
90,009 $2.99 Million

Others Institutions Holding RECS

# of Institutions
164
Shares Held
77M
Call Options Held
0
Put Options Held
0
View Full List

About COLUMBIA ETF TR I

RECS Quotes by TradingView
  • Ticker RECS
  • Sector ETFs
  • Industry ETFs
More about RECS
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