Amplius Wealth Advisors, LLC RECS Holdings History
Amplius Wealth Advisors, LLC's Columbia Research Enhanced Core ETF Holding Summary
As of 2025-03-31, Amplius Wealth Advisors, LLC held 1.51 Mil shares of Columbia Research Enhanced Core ETF(RECS), totaling $50.23 Mil. This investment constitutes 5.22% of their stock portfolio, and Amplius Wealth Advisors, LLC now holds -% of the outstanding Columbia Research Enhanced Core ETF(RECS) stock.
The initial trade took place in 2023Q2. And since then Amplius Wealth Advisors, LLC has made 5 purchases of RECS, at an average price of $26.88, for a total of 2.67 Mil shares. In addition, there have been 3 sales at an average price of $26.72 for 1.16 Mil shares. Based on historical transaction data and RECS's current price of $37.42, Amplius Wealth Advisors, LLC's estimated gain on his RECS holdings is $15.75 Mil, reflecting a 21.96% gain to date.
Amplius Wealth Advisors, LLC RECS ($37.42) Holding Chart
Amplius Wealth Advisors, LLC RECS ($37.42) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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