KWB Wealth RECS Holdings History
KWB Wealth's Columbia Research Enhanced Core ETF Holding Summary
As of 2025-06-30, KWB Wealth held 236,281.00 shares of Columbia Research Enhanced Core ETF(RECS), totaling $7.85 Mil. This investment constitutes 0.95% of their stock portfolio, and KWB Wealth now holds -% of the outstanding Columbia Research Enhanced Core ETF(RECS) stock.
The initial trade took place in 2024Q4. And since then KWB Wealth has made 3 purchases of RECS, at an average price of $34.50, for a total of 236,281.00 shares. Based on historical transaction data and RECS's current price of $37.42, KWB Wealth's estimated gain on his RECS holdings is $690,788.31, reflecting a 8.48% gain to date.
KWB Wealth RECS ($37.42) Holding Chart
KWB Wealth 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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