A detailed history of U.S. Capital Wealth Advisors, LLC transactions in Columbia ETF Tr Ii stock. As of the latest transaction made, U.S. Capital Wealth Advisors, LLC holds 90,877 shares of XCEM stock, worth $2.73 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares
90,877
Previous 93,237 2.53%
Holding current value
$2.73 Million
Previous $2.98 Million 0.27%
% of portfolio
0.11%
Previous 0.12%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 22, 2024

SELL
$30.17 - $33.79 $71,201 - $79,744
-2,360 Reduced 2.53%
90,877 $2.97 Million
Q2 2024

Jul 11, 2024

BUY
$29.7 - $31.92 $958,656 - $1.03 Million
32,278 Added 52.95%
93,237 $2.98 Million
Q1 2024

May 10, 2024

BUY
$28.71 - $31.12 $1.02 Million - $1.1 Million
35,381 Added 138.33%
60,959 $1.9 Million
Q4 2023

Feb 06, 2024

BUY
$26.18 - $30.31 $669,632 - $775,269
25,578 New
25,578 $774,000

Others Institutions Holding XCEM

About COLUMBIA ETF TR II


  • Ticker XCEM
  • Sector ETFs
  • Industry ETFs
More about XCEM
Track This Portfolio

Track U.S. Capital Wealth Advisors, LLC Portfolio

Follow U.S. Capital Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of U.S. Capital Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on U.S. Capital Wealth Advisors, LLC with notifications on news.