Planning Alternatives LTD Columbia ETF Tr Ii Transaction History

Planning Alternatives LTD

$653 Million
Q3 2024

A detailed history of Planning Alternatives LTD transactions in Columbia ETF Tr Ii stock. As of the latest transaction made, Planning Alternatives LTD holds 274,096 shares of XCEM stock, worth $8.22 Million. This represents 1.37% of its overall portfolio holdings.

Number of Shares

274,096

Previous 271,452 0.97%

Holding current value

$8.22 Million

Previous $8.66 Million 3.35%

% of portfolio

1.37%

Previous 1.4%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$30.17 - $33.79 $79,769 - $89,340	2,644 Added 0.97%	274,096 $8.95 Million
Q2 2024 Jul 25, 2024	BUY	$29.7 - $31.92 $130,501 - $140,256	4,394 Added 1.65%	271,452 $8.66 Million
Q1 2024 Apr 17, 2024	BUY	$28.71 - $31.12 $9,014 - $9,771	314 Added 0.12%	267,058 $8.31 Million
Q4 2023 Jan 23, 2024	BUY	$26.18 - $30.31 $120,244 - $139,213	4,593 Added 1.75%	266,744 $8.07 Million
Q3 2023 Oct 17, 2023	SELL	$27.22 - $29.75 $17,693 - $19,337	-650 Reduced 0.25%	262,151 $7.19 Million
Q2 2023 Jul 18, 2023	BUY	$26.54 - $29.34 $203,880 - $225,389	7,682 Added 3.01%	262,801 $7.52 Million
Q1 2023 May 04, 2023	BUY	$25.43 - $27.97 $1.85 Million - $2.03 Million	72,604 Added 39.78%	255,119 $6.9 Million
Q4 2022 Jan 19, 2023	BUY	$23.38 - $27.54 $4.27 Million - $5.03 Million	182,515 New	182,515 $0

Others Institutions Holding XCEM

# of Institutions

153

Shares Held

30.1M

Call Options Held

Put Options Held

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About COLUMBIA ETF TR II

Ticker XCEM
Sector ETFs
Industry ETFs

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Planning Alternatives LTD Columbia ETF Tr Ii Transaction History