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Get Institutions for : 
Columbia Research Enhanced Core Etf (RECS)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 27    3
Total shares held : 
 7,548,754  
% of shares held : 
 83.88%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   13  
Amount of shares held : 
 -127,483  
% of shares held change : 
   -1.42%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
6
 503,854
 6.67%
 
Increased Positions :
14
 853,836
 11.31%
 
Unchanged Positions :
3
 937
 0.01%
 
Decreased Positions :
4
-1,431,869
-18.97%
 
Closed Positions :
3
-53,304
-0.71%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   ADVISORY SERVICES NETWORK, LLC 455 *New 2024-03-31 63,513 $1,968,000 63,513
   OLD MISSION CAPITAL LLC 585 *New 2024-03-31 14,686 $455,000 14,686
   IHT Wealth Management LLC 775 *New 2024-03-31 10,400 $322,000 10,400
   FINANCIAL NETWORK 2292 *New 2024-03-31 9,435 $292,000 9,435
   RAYMOND JAMES TRUST CO 1149 *New 2024-03-31 7,039 $218,000 7,039
   Private Advisor Group LLC 2074 *New 2024-03-31 6,749 $209,000 6,749
   PRINCIPAL SECURITIES INC. 1014 *New 2024-03-31 6,302 $195,000 6,302
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1796 *New 2024-03-31 3,149 $98,000 3,149
   MARK SHEPTOFF FINANCIAL PLANNING LLC 303 *New 2024-03-31 300 $9,000 300
   FMR LLC 4273 *New 2024-03-31 200 $6,000 200
   CWM LLC 3535 *New 2024-03-31 194 $6,000 194
   New England Capital Financial Advisors LLC 360 *New 2024-03-31 22 $1,000 22
  12 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
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