Resource Planning Group Columbia ETF Tr Ii Transaction History
Resource Planning Group
- $158 Million
- Q4 2023
A detailed history of Resource Planning Group transactions in Columbia ETF Tr Ii stock. As of the latest transaction made, Resource Planning Group holds 33,174 shares of XCEM stock, worth $990,907. This represents 0.64% of its overall portfolio holdings.
Number of Shares
33,174
Previous 37,148
10.7%
Holding current value
$990,907
Previous $1.02 Million
1.38%
% of portfolio
0.64%
Previous 0.86%
Shares
6 transactions
Others Institutions Holding XCEM
# of Institutions
168Shares Held
30.7MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC3.96MShares$118 Million0.01% of portfolio
-
Morgan Stanley New York, NY3.75MShares$112 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.49MShares$44.4 Million0.02% of portfolio
-
Marotta Asset Management874KShares$26.1 Million5.41% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL788KShares$23.5 Million0.01% of portfolio