Amplius Wealth Advisors, LLC Columbia ETF Tr Ii Transaction History

Amplius Wealth Advisors, LLC

  • $881 Million
  • Q1 2025

A detailed history of Amplius Wealth Advisors, LLC transactions in Columbia ETF Tr Ii stock. As of the latest transaction made, Amplius Wealth Advisors, LLC holds 23,190 shares of XCEM stock, worth $671,814. This represents 0.08% of its overall portfolio holdings.

Number of Shares
23,190
Previous 17,765 30.54%
Holding current value
$671,814
Previous $525,000 30.67%
% of portfolio
0.08%
Previous 0.06%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 10, 2025
BUY
$29.18 - $30.72 $158,301 - $166,656
5,425 Added 30.54%
23,190 $686,000
Q4 2024

Jan 16, 2025
BUY
$29.6 - $32.67 $525,844 - $580,382
17,765 New
17,765 $525,000

Others Institutions Holding XCEM

# of Institutions
169
Shares Held
30.2M
Call Options Held
0
Put Options Held
0
View Full List

About COLUMBIA ETF TR II

XCEM Quotes by TradingView
  • Ticker XCEM
  • Sector ETFs
  • Industry ETFs
More about XCEM
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