Cypress Wealth Services, LLC Columbia ETF Tr Ii Transaction History

Cypress Wealth Services, LLC

  • $474 Million
  • Q4 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 173,968 shares of XCEM stock, worth $5.31 Million. This represents 1.09% of its overall portfolio holdings.

Number of Shares
173,968
Previous 154,391 12.68%
Holding current value
$5.31 Million
Previous $5.04 Million 2.1%
% of portfolio
1.09%
Previous 1.08%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 14, 2025
BUY
$29.6 - $32.67 $579,479 - $639,580
19,577 Added 12.68%
173,968 $5.15 Million
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
153
Shares Held
30.1M
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
Track This Portfolio

Track Cypress Wealth Services, LLC Portfolio

Follow Cypress Wealth Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cypress Wealth Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cypress Wealth Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email