Amplius Wealth Advisors, LLC Columbia ETF Tr Ii Transaction History

Amplius Wealth Advisors, LLC

  • $985 Million
  • Q2 2025

A detailed history of Amplius Wealth Advisors, LLC transactions in Columbia ETF Tr Ii stock. As of the latest transaction made, Amplius Wealth Advisors, LLC holds 13,467 shares of XCEM stock, worth $504,473. This represents 0.05% of its overall portfolio holdings.

Number of Shares
13,467
Previous 23,190 41.93%
Holding current value
$504,473
Previous $686,000 32.94%
% of portfolio
0.05%
Previous 0.08%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 04, 2025
SELL
$26.68 - $34.18 $259,409 - $332,332
-9,723 Reduced 41.93%
13,467 $460,000
Q1 2025

Apr 10, 2025
BUY
$29.18 - $30.72 $158,301 - $166,656
5,425 Added 30.54%
23,190 $686,000
Q4 2024

Jan 16, 2025
BUY
$29.6 - $32.67 $525,844 - $580,382
17,765 New
17,765 $525,000

Others Institutions Holding XCEM

# of Institutions
172
Shares Held
27.6M
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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