Kerr Financial Planning Corp Columbia ETF Tr Ii Transaction History

Kerr Financial Planning Corp

$71 Billion
Q3 2025

A detailed history of Kerr Financial Planning Corp transactions in Columbia ETF Tr Ii stock. As of the latest transaction made, Kerr Financial Planning Corp holds 2,762 shares of XCEM stock, worth $105,674. This represents 0.15% of its overall portfolio holdings.

Number of Shares

2,762

Holding current value

$105,674

% of portfolio

0.15%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Nov 25, 2025	BUY	$33.85 - $36.86 $93,493 - $101,807	2,762 New	2,762 $106 Million

Others Institutions Holding XCEM

# of Institutions

179

Shares Held

28.7M

Call Options Held

Put Options Held

Bank Of America Corp Charlotte, NC

3.05M
Shares

$117 Million
0.01% of portfolio
Morgan Stanley New York, NY

2.86M
Shares

$109 Million
0.01% of portfolio
Northwestern Mutual Wealth Management CO

1.63M
Shares

$62.3 Million
0.04% of portfolio
Penserra Capital Management LLC Orinda, CA

1.42M
Shares

$54.4 Million
0.67% of portfolio
Lpl Financial LLC Fort Mill, SC

961K
Shares

$36.8 Million
0.01% of portfolio

View Full List

About COLUMBIA ETF TR II

Ticker XCEM
Sector ETFs
Industry ETFs

More about XCEM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Kerr Financial Planning Corp, based on Form 13F filings with the SEC.

News

Stay updated on Kerr Financial Planning Corp with notifications on news.

Account

Kerr Financial Planning Corp Columbia ETF Tr Ii Transaction History