Number of Shares
840,273.00
Current Holdings Value*
$30.91 Mil
% of Portfolio
7.57%
Total Estimate Gain
$2.52 Mil
% of Total Estimate Gain
8.56%

Drake & Associates, LLC's Columbia Research Enhanced Core ETF Holding Summary

As of 2025-06-30, Drake & Associates, LLC held 840,273.00 shares of Columbia Research Enhanced Core ETF(RECS), totaling $30.91 Mil. This investment constitutes 7.57% of their stock portfolio, and Drake & Associates, LLC now holds -% of the outstanding Columbia Research Enhanced Core ETF(RECS) stock.

The initial trade took place in 2024Q4. And since then Drake & Associates, LLC has made 3 purchases of RECS, at an average price of $35.05, for a total of 840,273.00 shares. Based on historical transaction data and RECS's current price of $38.05, Drake & Associates, LLC's estimated gain on his RECS holdings is $2.52 Mil, reflecting a 8.56% gain to date.

Drake & Associates, LLC RECS ($38.05) Holding Chart

Drake & Associates, LLC RECS ($38.05) 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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