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Columbia Etf Tr I resh enhnc cor shares owned by Mark Sheptoff Financial Planning

Quarter-by-quarter ownership of Columbia Etf Tr I resh enhnc cor (RECS) shares owned by Mark Sheptoff Financial Planning from 13F filings

Historical chart of Mark Sheptoff Financial Planning investment in Columbia Etf Tr I resh enhnc cor

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All positions including Columbia Etf Tr I resh enhnc cor held by Mark Sheptoff Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Columbia Etf Tr I resh enhnc cor by Mark Sheptoff Financial Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $10k 300 33.91
2024-06-30 $9.7k 300 32.27
2024-03-31 $9.3k 300 30.98

More positions owned by Mark Sheptoff Financial Planning

Microsoft Corporation (MSFT)
UnitedHealth (UNH)
Nextera Energy (NEE)
Apple (AAPL)
Pepsi (PEP)
Johnson & Johnson (JNJ)
Veeva Sys Cl A Com (VEEV)
Vertex Pharmaceuticals Incorporated (VRTX)
Abbvie (ABBV)
Abbott Laboratories (ABT)
Raytheon Technologies Corp (RTX)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Palantir Technologies Cl A (PLTR)
Tesla Motors (TSLA)
Costco Wholesale Corporation (COST)

View all positions for Mark Sheptoff Financial Planning

Top funds holding Columbia Etf Tr I resh enhnc cor

LPL Financial
Bank of America Corporation
Amplius Wealth Advisors
Stratos Wealth Partners
Raymond James Financial Services Advisors
Fundamentun
Spectrum Wealth Advisory Group
Commonwealth Equity Services
Morgan Stanley
Gladstone Institutional Advisory
Royal Bank of Canada
Raymond James & Associates
Goss Wealth Management
Bensler
Arq Wealth Advisors

View all funds holding Columbia Etf Tr I resh enhnc cor