Arq Wealth Advisors, LLC Columbia ETF Tr Ii Transaction History
Arq Wealth Advisors, LLC
- $223 Million
- Q2 2024
A detailed history of Arq Wealth Advisors, LLC transactions in Columbia ETF Tr Ii stock. As of the latest transaction made, Arq Wealth Advisors, LLC holds 128,870 shares of XCEM stock, worth $4.16 Million. This represents 1.84% of its overall portfolio holdings.
Number of Shares
128,870
Previous 124,144
3.81%
Holding current value
$4.16 Million
Previous $3.86 Million
6.55%
% of portfolio
1.84%
Previous 1.73%
Shares
4 transactions
Others Institutions Holding XCEM
# of Institutions
147Shares Held
28.6MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY4.39MShares$142 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC3.52MShares$114 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.02MShares$32.8 Million0.02% of portfolio
-
Marotta Asset Management868KShares$28 Million5.58% of portfolio
-
Ma Private Wealth769KShares$24.8 Million4.71% of portfolio