Highland Financial Advisors, LLC Columbia ETF Tr Ii Transaction History

Highland Financial Advisors, LLC

  • $289 Million
  • Q4 2024

A detailed history of Highland Financial Advisors, LLC transactions in Columbia ETF Tr Ii stock. As of the latest transaction made, Highland Financial Advisors, LLC holds 151,944 shares of XCEM stock, worth $4.6 Million. This represents 1.56% of its overall portfolio holdings.

Number of Shares
151,944
Previous 142,300 6.78%
Holding current value
$4.6 Million
Previous $4.65 Million 3.25%
% of portfolio
1.56%
Previous 1.65%

Shares

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

Jan 30, 2025
BUY
$29.6 - $32.67 $285,462 - $315,069
9,644 Added 6.78%
151,944 $4.5 Million
Q3 2024

Oct 30, 2024
BUY
$30.17 - $33.79 $151,061 - $169,186
5,007 Added 3.65%
142,300 $4.65 Million
Q2 2024

Jul 17, 2024
BUY
$29.7 - $31.92 $536,886 - $577,017
18,077 Added 15.16%
137,293 $4.38 Million
Q1 2024

May 06, 2024
BUY
$28.71 - $31.12 $371,593 - $402,786
12,943 Added 12.18%
119,216 $3.71 Million
Q4 2023

Jan 18, 2024
BUY
$26.18 - $30.31 $2.78 Million - $3.22 Million
106,273 New
106,273 $3.22 Million

Others Institutions Holding XCEM

# of Institutions
164
Shares Held
31.1M
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
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