U.S. Capital Wealth Advisors, LLC Columbia ETF Tr Ii Transaction History
U.S. Capital Wealth Advisors, LLC
- $2.65 Billion
- Q3 2024
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
Others Institutions Holding XCEM
# of Institutions
153Shares Held
30.1MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY4.16MShares$125 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC3.76MShares$113 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.42MShares$42.5 Million0.02% of portfolio
-
Marotta Asset Management868KShares$26 Million5.58% of portfolio
-
Ma Private Wealth769KShares$23.1 Million4.71% of portfolio