Amplius Wealth Advisors, LLC Columbia ETF Tr Ii Transaction History

Amplius Wealth Advisors, LLC

$851 Million
Q4 2024

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 17,765 shares of XCEM stock, worth $531,528. This represents 0.06% of its overall portfolio holdings.

Number of Shares

17,765

Holding current value

$531,528

% of portfolio

0.06%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
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

155

Shares Held

30.2M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

4.16M
Shares

$125 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

3.76M
Shares

$112 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

1.42M
Shares

$42.4 Million
0.02% of portfolio
Marotta Asset Management

874K
Shares

$26.2 Million
5.41% of portfolio
Ma Private Wealth

769K
Shares

$23 Million
4.71% of portfolio

View Full List

About COLUMBIA ETF TR II

Ticker XCEM
Sector ETFs
Industry ETFs

More about XCEM

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Amplius Wealth Advisors, LLC Columbia ETF Tr Ii Transaction History