Balance Wealth, LLC RECS Holdings History

Number of Shares
302,019.00
Current Holdings Value*
$10.03 Mil
% of Portfolio
6.52%
Total Estimate Gain
$673,502.37
% of Total Estimate Gain
6.41%

Balance Wealth, LLC's Columbia Research Enhanced Core ETF Holding Summary

As of 2025-03-31, Balance Wealth, LLC held 302,019.00 shares of Columbia Research Enhanced Core ETF(RECS), totaling $10.03 Mil. This investment constitutes 6.52% of their stock portfolio, and Balance Wealth, LLC now holds -% of the outstanding Columbia Research Enhanced Core ETF(RECS) stock.

The initial trade took place in 2025Q1. Based on historical transaction data and RECS's current price of $37.01, Balance Wealth, LLC's estimated gain on his RECS holdings is $673,502.37, reflecting a 6.41% gain to date.

Balance Wealth, LLC RECS ($37.01) Holding Chart

Balance Wealth, LLC RECS ($37.01) 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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