Arq Wealth Advisors, LLC Columbia ETF Tr Ii Transaction History

Arq Wealth Advisors, LLC

$263 Million
Q1 2025

A detailed history of Arq Wealth Advisors, LLC transactions in Columbia ETF Tr Ii stock. As of the latest transaction made, Arq Wealth Advisors, LLC holds 132,419 shares of XCEM stock, worth $4.65 Million. This represents 1.49% of its overall portfolio holdings.

Number of Shares

132,419

Previous 144,246 8.2%

Holding current value

$4.65 Million

Previous $4.27 Million 8.39%

% of portfolio

1.49%

Previous 1.68%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 05, 2025	SELL	$29.18 - $30.72 $345,111 - $363,325	-11,827 Reduced 8.2%	132,419 $3.91 Million
Q4 2024 Feb 19, 2025	BUY	$29.6 - $32.67 $390,956 - $431,505	13,208 Added 10.08%	144,246 $4.27 Million
Q3 2024 Nov 05, 2024	BUY	$30.17 - $33.79 $65,408 - $73,256	2,168 Added 1.68%	131,038 $4.28 Million
Q2 2024 Aug 02, 2024	BUY	$29.7 - $31.92 $140,362 - $150,853	4,726 Added 3.81%	128,870 $4.11 Million
Q1 2024 May 23, 2024	BUY	$28.71 - $31.12 $893,282 - $968,267	31,114 Added 33.45%	124,144 $3.86 Million
Q4 2023 Feb 26, 2024	BUY	$26.18 - $30.31 $1.86 Million - $2.16 Million	71,178 Added 325.73%	93,030 $2.82 Million
Q3 2023 Nov 30, 2023	BUY	$27.22 - $29.75 $594,811 - $650,097	21,852 New	21,852 $599,000

Others Institutions Holding XCEM

# of Institutions

171

Shares Held

28.7M

Call Options Held

Put Options Held

View Full List

About COLUMBIA ETF TR II

Ticker XCEM
Sector ETFs
Industry ETFs

More about XCEM

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Arq Wealth Advisors, LLC Columbia ETF Tr Ii Transaction History