Arq Wealth Advisors, LLC Columbia ETF Tr Ii Transaction History
Arq Wealth Advisors, LLC
- $259 Million
- Q3 2024
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 131,038 shares of XCEM stock, worth $4.11 Million. This represents 1.65% of its overall portfolio holdings.
Number of Shares
131,038
Previous 128,870
1.68%
Holding current value
$4.11 Million
Previous $4.11 Million
4.08%
% of portfolio
1.65%
Previous 1.84%
Shares
5 transactions
Others Institutions Holding XCEM
# of Institutions
152Shares Held
30MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY4.16MShares$130 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC3.76MShares$118 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.42MShares$44.4 Million0.02% of portfolio
-
Marotta Asset Management868KShares$27.2 Million5.58% of portfolio
-
Ma Private Wealth769KShares$24.1 Million4.71% of portfolio