Savvy Advisors, Inc. Columbia ETF Tr Ii Transaction History
Savvy Advisors, Inc.
- $974 Million
- Q1 2025
A detailed history of Savvy Advisors, Inc. transactions in Columbia ETF Tr Ii stock. As of the latest transaction made, Savvy Advisors, Inc. holds 241,616 shares of XCEM stock, worth $7.32 Million. This represents 0.73% of its overall portfolio holdings.
Number of Shares
241,616
Previous 124,996
93.3%
Holding current value
$7.32 Million
Previous $3.7 Million
92.94%
% of portfolio
0.73%
Previous 0.45%
Shares
5 transactions
Others Institutions Holding XCEM
# of Institutions
168Shares Held
29.8MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC3.96MShares$120 Million0.01% of portfolio
-
Morgan Stanley New York, NY3.75MShares$114 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.24MShares$37.7 Million0.01% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL872KShares$26.4 Million0.01% of portfolio
-
Marotta Asset Management868KShares$26.3 Million5.5% of portfolio