Principia Wealth Advisory, LLC Columbia ETF Tr Ii Transaction History
Principia Wealth Advisory, LLC
- $118 Billion
- Q2 2025
A detailed history of Principia Wealth Advisory, LLC transactions in Columbia ETF Tr Ii stock. As of the latest transaction made, Principia Wealth Advisory, LLC holds 84 shares of XCEM stock, worth $3,213. This represents 0.0% of its overall portfolio holdings.
Number of Shares
84
Previous 84
-0.0%
Holding current value
$3,213
Previous $2.4 Million
19.53%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding XCEM
# of Institutions
179Shares Held
28.7MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC3.05MShares$117 Million0.01% of portfolio
-
Morgan Stanley New York, NY2.86MShares$109 Million0.01% of portfolio
-
Northwestern Mutual Wealth Management CO1.63MShares$62.3 Million0.04% of portfolio
-
Penserra Capital Management LLC Orinda, CA1.42MShares$54.4 Million0.67% of portfolio
-
Lpl Financial LLC Fort Mill, SC961KShares$36.8 Million0.01% of portfolio