Perigon Wealth Management, LLC Columbia ETF Tr I Transaction History

Perigon Wealth Management, LLC

  • $5.25 Billion
  • Q4 2025

A detailed history of Perigon Wealth Management, LLC transactions in Columbia ETF Tr I stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 7,318 shares of RECS stock, worth $296,232. This represents 0.01% of its overall portfolio holdings.

Number of Shares
7,318
Previous 7,023 4.2%
Holding current value
$296,232
Previous $283,000 4.59%
% of portfolio
0.01%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 16, 2026
BUY
$39.39 - $41.32 $11,620 - $12,189
295 Added 4.2%
7,318 $296,000
Q3 2025

Oct 17, 2025
BUY
$36.82 - $40.35 $3,534 - $3,873
96 Added 1.39%
7,023 $283,000
Q2 2025

Jul 15, 2025
BUY
$29.4 - $36.79 $19,580 - $24,502
666 Added 10.64%
6,927 $254,000
Q1 2025

Apr 23, 2025
BUY
$32.64 - $36.08 $5,712 - $6,314
175 Added 2.88%
6,261 $207,000
Q4 2024

Jan 22, 2025
BUY
$33.61 - $36.42 $204,550 - $221,652
6,086 New
6,086 $210,000

Others Institutions Holding RECS

# of Institutions
167
Shares Held
77.7M
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
Track This Portfolio

Track Perigon Wealth Management, LLC Portfolio

Follow Perigon 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 Perigon Wealth Management, LLC, based on Form 13F filings with the SEC.

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email