A detailed history of Gladstone Institutional Advisory LLC transactions in Columbia ETF Tr Ii stock. As of the latest transaction made, Gladstone Institutional Advisory LLC holds 64,537 shares of XCEM stock, worth $2.08 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares
64,537
Previous 53,433 20.78%
Holding current value
$2.08 Million
Previous $1.71 Million 23.64%
% of portfolio
0.11%
Previous 0.09%

Shares

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

Oct 28, 2024

BUY
$30.17 - $33.79 $335,007 - $375,204
11,104 Added 20.78%
64,537 $2.11 Million
Q2 2024

Aug 02, 2024

SELL
$29.7 - $31.92 $4,514 - $4,851
-152 Reduced 0.28%
53,433 $1.71 Million
Q1 2024

May 14, 2024

BUY
$28.71 - $31.12 $18,374 - $19,916
640 Added 1.21%
53,585 $1.67 Million
Q4 2023

Feb 09, 2024

BUY
$26.18 - $30.31 $3,953 - $4,576
151 Added 0.29%
52,945 $1.6 Million
Q3 2023

Nov 13, 2023

BUY
$27.22 - $29.75 $1.44 Million - $1.57 Million
52,794 New
52,794 $1.45 Million

Others Institutions Holding XCEM

About COLUMBIA ETF TR II


  • Ticker XCEM
  • Sector ETFs
  • Industry ETFs
More about XCEM
Track This Portfolio

Track Gladstone Institutional Advisory LLC Portfolio

Follow Gladstone Institutional Advisory 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 Gladstone Institutional Advisory LLC, based on Form 13F filings with the SEC.

News

Stay updated on Gladstone Institutional Advisory LLC with notifications on news.