Number of Shares
31,281.00
Current Holdings Value*
$1.06 Mil
% of Portfolio
0.57%
Total Estimate Gain
$175,128.46
% of Total Estimate Gain
17.59%

Aspire Wealth Management Corp's Columbia Research Enhanced Core ETF Holding Summary

As of 2024-09-30, Aspire Wealth Management Corp held 31,281.00 shares of Columbia Research Enhanced Core ETF(RECS), totaling $1.06 Mil. This investment constitutes 0.57% of their stock portfolio, and Aspire Wealth Management Corp now holds -% of the outstanding Columbia Research Enhanced Core ETF(RECS) stock.

The initial trade took place in 2024Q2. And since then Aspire Wealth Management Corp has made 2 purchases of RECS, at an average price of $31.82, for a total of 31,281.00 shares. Based on historical transaction data and RECS's current price of $37.42, Aspire Wealth Management Corp's estimated gain on his RECS holdings is $175,128.46, reflecting a 17.59% gain to date.

Aspire Wealth Management Corp RECS ($37.42) Holding Chart

Aspire Wealth Management Corp 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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