Vertex Planning Partners, LLC Columbia ETF Tr Ii Transaction History

Vertex Planning Partners, LLC

$521 Billion
Q3 2025

A detailed history of Vertex Planning Partners, LLC transactions in Columbia ETF Tr Ii stock. As of the latest transaction made, Vertex Planning Partners, LLC holds 102,624 shares of XCEM stock, worth $3.93 Million. This represents 0.72% of its overall portfolio holdings.

Number of Shares

102,624

Previous 99,846 2.78%

Holding current value

$3.93 Million

Previous $3.41 Billion 9.25%

% of portfolio

0.72%

Previous 0.71%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 18, 2025	BUY	$33.85 - $36.86 $94,035 - $102,397	2,778 Added 2.78%	102,624 $3.73 Billion
Q2 2025 Aug 13, 2025	SELL	$26.68 - $34.18 $5,255 - $6,733	-197 Reduced 0.2%	99,846 $3.41 Billion
Q1 2025 May 14, 2025	SELL	$29.18 - $30.72 $1.68 Million - $1.77 Million	-57,693 Reduced 36.58%	100,043 $2.95 Billion
Q4 2024 Feb 12, 2025	BUY	$29.6 - $32.67 $89,184 - $98,434	3,013 Added 1.95%	157,736 $4.67 Billion
Q3 2024 Nov 07, 2024	BUY	$30.17 - $33.79 $689,384 - $772,101	22,850 Added 17.33%	154,723 $5.05 Billion

Q2 2024 Aug 13, 2024	BUY	$29.7 - $31.92 $52,479 - $56,402	1,767 Added 1.36%	131,873 $4.21 Billion
Q1 2024 May 13, 2024	BUY	$28.71 - $31.12 $607,733 - $658,748	21,168 Added 19.43%	130,106 $4.05 Billion
Q4 2023 Feb 14, 2024	BUY	$26.18 - $30.31 $2.85 Million - $3.3 Million	108,938 New	108,938 $3.3 Billion

Others Institutions Holding XCEM

# of Institutions

180

Shares Held

28.7M

Call Options Held

Put Options Held

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About COLUMBIA ETF TR II

Ticker XCEM
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Industry ETFs

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Vertex Planning Partners, LLC Columbia ETF Tr Ii Transaction History