New England Capital Financial Advisors LLC Columbia ETF Tr Ii Transaction History
New England Capital Financial Advisors LLC
- $193 Billion
- Q3 2024
A detailed history of New England Capital Financial Advisors LLC transactions in Columbia ETF Tr Ii stock. As of the latest transaction made, New England Capital Financial Advisors LLC holds 89,313 shares of XCEM stock, worth $2.88 Million. This represents 1.51% of its overall portfolio holdings.
Number of Shares
89,313
Previous 82,928
7.7%
Holding current value
$2.88 Million
Previous $2.65 Billion
10.23%
% of portfolio
1.51%
Previous 1.48%
Shares
3 transactions
Others Institutions Holding XCEM
# of Institutions
147Shares Held
28.6MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY4.39MShares$142 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC3.52MShares$114 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.02MShares$32.8 Million0.02% of portfolio
-
Marotta Asset Management868KShares$28 Million5.58% of portfolio
-
Ma Private Wealth769KShares$24.8 Million4.71% of portfolio