Spectrum Wealth Advisory Group, LLC Columbia ETF Tr I Transaction History
Spectrum Wealth Advisory Group, LLC
- $212 Million
- Q4 2024
A detailed history of Spectrum Wealth Advisory Group, LLC transactions in Columbia ETF Tr I stock. As of the latest transaction made, Spectrum Wealth Advisory Group, LLC holds 978,760 shares of RECS stock, worth $31 Million. This represents 15.99% of its overall portfolio holdings.
Number of Shares
978,760
Previous 814,229
20.21%
Holding current value
$31 Million
Previous $27.6 Million
22.72%
% of portfolio
15.99%
Previous 15.5%
Shares
2 transactions
Others Institutions Holding RECS
# of Institutions
124Shares Held
37.9MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC8.09MShares$256 Million0.12% of portfolio
-
Bank Of America Corp Charlotte, NC3.54MShares$112 Million0.01% of portfolio
-
Gradient Investments LLC2.01MShares$63.6 Million1.67% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.71MShares$54.2 Million0.02% of portfolio
-
Morgan Stanley New York, NY1.69MShares$53.6 Million0.0% of portfolio