Ruggaard & Associates LLC COLUMBIA ETF TR I Transaction History

Ruggaard & Associates LLC

  • $267 Billion
  • Q3 2025
Number of Shares
49,651
Previous 49,588 0.13%
Holding current value
$1.39 Billion
Previous $1.3 Billion 6.51%
% of portfolio
0.52%
Previous 0.52%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
BUY
N/A
63 Added 0.13%
49,651 $1.39 Billion
Q2 2025

Aug 14, 2025
SELL
N/A
-850 Reduced 1.69%
49,588 $1.3 Billion
Q1 2025

May 15, 2025
BUY
N/A
530 Added 1.06%
50,438 $1.27 Billion
Q4 2024

Feb 13, 2025
BUY
N/A
3,585 Added 7.74%
49,908 $1.23 Billion
Q3 2024

Nov 14, 2024
BUY
N/A
4,681 Added 11.24%
46,323 $1.18 Billion
Q2 2024

Aug 13, 2024
BUY
N/A
41,642 New
41,642 $970 Million
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