Wealth Care Investment Partners, LLC Columbia ETF Tr Ii Transaction History
Wealth Care Investment Partners, LLC
- $220 Million
- Q3 2024
A detailed history of Wealth Care Investment Partners, LLC transactions in Columbia ETF Tr Ii stock. As of the latest transaction made, Wealth Care Investment Partners, LLC holds 115,988 shares of XCEM stock, worth $3.74 Million. This represents 1.72% of its overall portfolio holdings.
Number of Shares
115,988
Previous 93,026
24.68%
Holding current value
$3.74 Million
Previous $2.97 Million
27.62%
% of portfolio
1.72%
Previous 1.44%
Shares
4 transactions
Others Institutions Holding XCEM
# of Institutions
147Shares Held
28.6MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY4.39MShares$142 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC3.52MShares$114 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.02MShares$32.8 Million0.02% of portfolio
-
Marotta Asset Management868KShares$28 Million5.58% of portfolio
-
Ma Private Wealth769KShares$24.8 Million4.71% of portfolio