Highland Financial Advisors, LLC Columbia ETF Tr Ii Transaction History

Highland Financial Advisors, LLC

$277 Million
Q1 2025

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 161,061 shares of XCEM stock, worth $4.67 Million. This represents 1.72% of its overall portfolio holdings.

Number of Shares

161,061

Previous 151,944 6.0%

Holding current value

$4.67 Million

Previous $4.5 Million 6.05%

% of portfolio

1.72%

Previous 1.56%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 08, 2025	BUY	$29.18 - $30.72 $266,034 - $280,074	9,117 Added 6.0%	161,061 $4.77 Million
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

169

Shares Held

30M

Call Options Held

Put Options Held

View Full List

About COLUMBIA ETF TR II

Ticker XCEM
Sector ETFs
Industry ETFs

More about XCEM

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Highland Financial Advisors, LLC Columbia ETF Tr Ii Transaction History