Spectrum Wealth Advisory Group, LLC RECS Holdings History
Spectrum Wealth Advisory Group, LLC's Columbia Research Enhanced Core ETF Holding Summary
As of 2025-03-31, Spectrum Wealth Advisory Group, LLC held 1.00 Mil shares of Columbia Research Enhanced Core ETF(RECS), totaling $33.32 Mil. This investment constitutes 15.99% of their stock portfolio, and Spectrum Wealth Advisory Group, LLC now holds -% of the outstanding Columbia Research Enhanced Core ETF(RECS) stock.
The initial trade took place in 2024Q3. And since then Spectrum Wealth Advisory Group, LLC has made 3 purchases of RECS, at an average price of $33.18, for a total of 1.00 Mil shares. Based on historical transaction data and RECS's current price of $37.51, Spectrum Wealth Advisory Group, LLC's estimated gain on his RECS holdings is $4.35 Mil, reflecting a 13.06% gain to date.
Spectrum Wealth Advisory Group, LLC RECS ($37.51) Holding Chart
Spectrum Wealth Advisory Group, LLC RECS ($37.51) 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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