Mission Wealth Management, LP Columbia ETF Tr Ii Transaction History
Mission Wealth Management, LP
- $4.1 Billion
- Q3 2024
A detailed history of Mission Wealth Management, LP transactions in Columbia ETF Tr Ii stock. As of the latest transaction made, Mission Wealth Management, LP holds 7,430 shares of XCEM stock, worth $226,689. This represents 0.01% of its overall portfolio holdings.
Number of Shares
7,430
Previous 7,879
5.7%
Holding current value
$226,689
Previous $251,000
3.59%
% of portfolio
0.01%
Previous 0.01%
Shares
3 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