Vertex Planning Partners, LLC Columbia ETF Tr Ii Transaction History

Vertex Planning Partners, LLC

  • $418 Billion
  • Q3 2024

A detailed history of Vertex Planning Partners, LLC transactions in Columbia ETF Tr Ii stock. As of the latest transaction made, Vertex Planning Partners, LLC holds 154,723 shares of XCEM stock, worth $4.65 Million. This represents 1.21% of its overall portfolio holdings.

Number of Shares
154,723
Previous 131,873 17.33%
Holding current value
$4.65 Million
Previous $4.21 Billion 20.08%
% of portfolio
1.21%
Previous 1.09%

Shares

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

Nov 07, 2024
BUY
$30.17 - $33.79 $689,384 - $772,101
22,850 Added 17.33%
154,723 $5.05 Billion
Q2 2024

Aug 13, 2024
BUY
$29.7 - $31.92 $52,479 - $56,402
1,767 Added 1.36%
131,873 $4.21 Billion
Q1 2024

May 13, 2024
BUY
$28.71 - $31.12 $607,733 - $658,748
21,168 Added 19.43%
130,106 $4.05 Billion
Q4 2023

Feb 14, 2024
BUY
$26.18 - $30.31 $2.85 Million - $3.3 Million
108,938 New
108,938 $3.3 Billion

Others Institutions Holding XCEM

# of Institutions
160
Shares Held
29.9M
Call Options Held
0
Put Options Held
0
View Full List

About COLUMBIA ETF TR II

XCEM Quotes by TradingView
  • Ticker XCEM
  • Sector ETFs
  • Industry ETFs
More about XCEM
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