Petra Financial Advisors Inc Columbia ETF Tr Ii Transaction History
Petra Financial Advisors Inc
- $139 Billion
- Q2 2024
A detailed history of Petra Financial Advisors Inc transactions in Columbia ETF Tr Ii stock. As of the latest transaction made, Petra Financial Advisors Inc holds 166,867 shares of XCEM stock, worth $5.29 Million. This represents 3.83% of its overall portfolio holdings.
Number of Shares
166,867
Previous 160,715
3.83%
Holding current value
$5.29 Million
Previous $5 Billion
6.57%
% of portfolio
3.83%
Previous 3.67%
Shares
7 transactions
Others Institutions Holding XCEM
# of Institutions
137Shares Held
25.3MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY4.12MShares$131 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC2.75MShares$87.3 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC808KShares$25.6 Million0.01% of portfolio
-
Bogart Wealth, LLC808KShares$25.6 Million1.28% of portfolio
-
Marotta Asset Management784KShares$24.9 Million5.17% of portfolio