Aspire Wealth Management Corp RECS Holdings History
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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