Legacy Financial Advisors, Inc. Columbia ETF Tr Ii Transaction History

Legacy Financial Advisors, Inc.

  • $602 Million
  • Q3 2025

A detailed history of Legacy Financial Advisors, Inc. transactions in Columbia ETF Tr Ii stock. As of the latest transaction made, Legacy Financial Advisors, Inc. holds 33,335 shares of XCEM stock, worth $1.28 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares
33,335
Previous 34,455 3.25%
Holding current value
$1.28 Million
Previous $1.18 Million 2.89%
% of portfolio
0.2%
Previous 0.22%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 10, 2025
SELL
$33.85 - $36.86 $37,912 - $41,283
-1,120 Reduced 3.25%
33,335 $1.21 Million
Q2 2025

Aug 07, 2025
BUY
$26.68 - $34.18 $516,044 - $661,109
19,342 Added 127.98%
34,455 $1.18 Million
Q1 2025

May 14, 2025
BUY
$29.18 - $30.72 $113,597 - $119,592
3,893 Added 34.7%
15,113 $446,000
Q4 2024

Feb 13, 2025
BUY
$29.6 - $32.67 $38,894 - $42,928
1,314 Added 13.26%
11,220 $332,000
Q3 2024

Nov 13, 2024
BUY
$30.17 - $33.79 $298,864 - $334,723
9,906 New
9,906 $323,000

Others Institutions Holding XCEM

# of Institutions
179
Shares Held
28.7M
Call Options Held
0
Put Options Held
0
View Full List

About COLUMBIA ETF TR II

XCEM Quotes by TradingView
  • Ticker XCEM
  • Sector ETFs
  • Industry ETFs
More about XCEM
Track This Portfolio

Track Legacy Financial Advisors, Inc. Portfolio

Follow Legacy Financial Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Legacy Financial Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Legacy Financial Advisors, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email