Ma Private Wealth Columbia ETF Tr Ii Transaction History
Ma Private Wealth
- $533 Million
- Q4 2024
A detailed history of Ma Private Wealth transactions in Columbia ETF Tr Ii stock. As of the latest transaction made, Ma Private Wealth holds 774,158 shares of XCEM stock, worth $23.6 Million. This represents 4.3% of its overall portfolio holdings.
Number of Shares
774,158
Previous 769,377
0.62%
Holding current value
$23.6 Million
Previous $25.1 Million
8.83%
% of portfolio
4.3%
Previous 4.71%
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