Ratio Wealth Group CRED Holdings History
Number of Shares
405,969.00
Current Holdings Value*
$20.61 Mil
% of Portfolio
3.84%
Total Estimate Gain
$329,768.62
% of Total Estimate Gain
3.89%
Ratio Wealth Group's Columbia Research Enhanced Real Estate ETF Holding Summary
As of 2024-03-31, Ratio Wealth Group held 405,969.00 shares of Columbia Research Enhanced Real Estate ETF(CRED), totaling $20.61 Mil. This investment constitutes 3.84% of their stock portfolio, and Ratio Wealth Group now holds -% of the outstanding Columbia Research Enhanced Real Estate ETF(CRED) stock.
The initial trade took place in 2024Q1. And since then Ratio Wealth Group has made 1 purchases of CRED, at an average price of $20.87, for a total of 405,969.00 shares. Based on historical transaction data and CRED's current price of $21.68, Ratio Wealth Group's estimated gain on his CRED holdings is $329,768.62, reflecting a 3.89% gain to date.
Ratio Wealth Group CRED ($21.68) Holding Chart
Ratio Wealth Group CRED ($21.68) 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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