Kwb Wealth Columbia ETF Tr Ii Transaction History
Kwb Wealth
- $789 Million
- Q4 2024
A detailed history of Kwb Wealth transactions in Columbia ETF Tr Ii stock. As of the latest transaction made, Kwb Wealth holds 231,311 shares of XCEM stock, worth $7.06 Million. This represents 0.87% of its overall portfolio holdings.
Number of Shares
231,311
Previous 170,251
35.86%
Holding current value
$7.06 Million
Previous $5.56 Million
23.09%
% of portfolio
0.87%
Previous 0.69%
Shares
5 transactions
Others Institutions Holding XCEM
# of Institutions
153Shares Held
30.1MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY4.16MShares$127 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC3.76MShares$115 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.42MShares$43.3 Million0.02% of portfolio
-
Marotta Asset Management874KShares$26.7 Million5.41% of portfolio
-
Prism Advisors, Inc.776KShares$23.7 Million6.93% of portfolio