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 $6.98 Million. This represents 0.87% of its overall portfolio holdings.
Number of Shares
231,311
Previous 170,251
35.86%
Holding current value
$6.98 Million
Previous $5.56 Million
23.09%
% of portfolio
0.87%
Previous 0.69%
Shares
5 transactions
Others Institutions Holding XCEM
# of Institutions
162Shares Held
30.7MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY4.16MShares$126 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC3.76MShares$113 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.42MShares$42.8 Million0.02% of portfolio
-
Marotta Asset Management874KShares$26.4 Million5.41% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL788KShares$23.8 Million0.01% of portfolio