Wingate Wealth Advisors, Inc. Columbia ETF Tr Ii Transaction History

Wingate Wealth Advisors, Inc.

$102 Billion
Q4 2024

A detailed history of Wingate Wealth Advisors, Inc. transactions in Columbia ETF Tr Ii stock. As of the latest transaction made, Wingate Wealth Advisors, Inc. holds 950 shares of XCEM stock, worth $28,671. This represents 0.03% of its overall portfolio holdings.

Number of Shares

950

Holding current value

$28,671

% of portfolio

0.03%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 28, 2025	BUY	$29.6 - $32.67 $28,120 - $31,036	950 New	950 $28.1 Million

Others Institutions Holding XCEM

# of Institutions

157

Shares Held

30.2M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

4.16M
Shares

$126 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

3.76M
Shares

$113 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

1.42M
Shares

$42.8 Million
0.02% of portfolio
Marotta Asset Management

874K
Shares

$26.4 Million
5.41% of portfolio
Prism Advisors, Inc.

776K
Shares

$23.4 Million
6.93% of portfolio

View Full List

About COLUMBIA ETF TR II

Ticker XCEM
Sector ETFs
Industry ETFs

More about XCEM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wingate Wealth Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Wingate Wealth Advisors, Inc. with notifications on news.

Account

Wingate Wealth Advisors, Inc. Columbia ETF Tr Ii Transaction History