Kwb Wealth Columbia ETF Tr Ii Transaction History
Kwb Wealth
- $785 Million
- Q1 2025
A detailed history of Kwb Wealth transactions in Columbia ETF Tr Ii stock. As of the latest transaction made, Kwb Wealth holds 272,694 shares of XCEM stock, worth $7.91 Million. This represents 1.03% of its overall portfolio holdings.
Number of Shares
272,694
Previous 231,311
17.89%
Holding current value
$7.91 Million
Previous $6.85 Million
17.98%
% of portfolio
1.03%
Previous 0.87%
Shares
6 transactions
Others Institutions Holding XCEM
# of Institutions
169Shares Held
30MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC3.96MShares$115 Million0.01% of portfolio
-
Morgan Stanley New York, NY3.75MShares$109 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.49MShares$43.1 Million0.02% of portfolio
-
Marotta Asset Management868KShares$25.2 Million5.5% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL788KShares$22.9 Million0.01% of portfolio