Number of Shares
474,119.00
Current Holdings Value*
$15.75 Mil
% of Portfolio
8.42%
Total Estimate Gain
$1.37 Mil
% of Total Estimate Gain
8.26%

Tower Wealth Partners, Inc.'s Columbia Research Enhanced Core ETF Holding Summary

As of 2025-03-31, Tower Wealth Partners, Inc. held 474,119.00 shares of Columbia Research Enhanced Core ETF(RECS), totaling $15.75 Mil. This investment constitutes 8.42% of their stock portfolio, and Tower Wealth Partners, Inc. now holds -% of the outstanding Columbia Research Enhanced Core ETF(RECS) stock.

The initial trade took place in 2024Q4. And since then Tower Wealth Partners, Inc. has made 2 purchases of RECS, at an average price of $35.11, for a total of 474,119.00 shares. Based on historical transaction data and RECS's current price of $38.01, Tower Wealth Partners, Inc.'s estimated gain on his RECS holdings is $1.37 Mil, reflecting a 8.26% gain to date.

Tower Wealth Partners, Inc. RECS ($38.01) Holding Chart

Tower Wealth Partners, Inc. RECS ($38.01) 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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