Cypress Wealth Services, LLC Columbia ETF Tr Ii Transaction History

Cypress Wealth Services, LLC

  • $468 Million
  • Q3 2024

A detailed history of Cypress Wealth Services, LLC transactions in Columbia ETF Tr Ii stock. As of the latest transaction made, Cypress Wealth Services, LLC holds 154,391 shares of XCEM stock, worth $4.98 Million. This represents 1.08% of its overall portfolio holdings.

Number of Shares
154,391
Previous 149,264 3.43%
Holding current value
$4.98 Million
Previous $4.76 Million 5.86%
% of portfolio
1.08%
Previous 1.08%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 08, 2024
BUY
$30.17 - $33.79 $154,681 - $173,241
5,127 Added 3.43%
154,391 $5.04 Million
Q2 2024

Jul 12, 2024
BUY
$29.7 - $31.92 $1.33 Million - $1.43 Million
44,917 Added 43.05%
149,264 $4.76 Million
Q1 2024

Apr 15, 2024
SELL
$28.71 - $31.12 $40,710 - $44,128
-1,418 Reduced 1.34%
104,347 $3.25 Million
Q4 2023

Jan 10, 2024
BUY
$26.18 - $30.31 $2.77 Million - $3.21 Million
105,765 New
105,765 $3.2 Million

Others Institutions Holding XCEM

# of Institutions
147
Shares Held
28.6M
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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