Diversify Advisory Services, LLC Columbia ETF Tr Ii Transaction History
Diversify Advisory Services, LLC
- $1.82 Trillion
- Q2 2024
A detailed history of Diversify Advisory Services, LLC transactions in Columbia ETF Tr Ii stock. As of the latest transaction made, Diversify Advisory Services, LLC holds 24,067 shares of XCEM stock, worth $778,326. This represents 0.04% of its overall portfolio holdings.
Number of Shares
24,067
Previous 16,504
45.83%
Holding current value
$778,326
Previous $512 Million
54.5%
% of portfolio
0.04%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding XCEM
# of Institutions
145Shares Held
27.5MCall 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$28.1 Million5.58% of portfolio
-
Prism Advisors, Inc.765KShares$24.8 Million7.45% of portfolio