Avantax Advisory Services, Inc. Columbia ETF Tr Ii Transaction History

Avantax Advisory Services, Inc.

$16 Billion
Q1 2025

A detailed history of Avantax Advisory Services, Inc. transactions in Columbia ETF Tr Ii stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 11,421 shares of XCEM stock, worth $366,271. This represents 0.0% of its overall portfolio holdings.

Number of Shares

11,421

Previous 10,473 9.05%

Holding current value

$366,271

Previous $310,000 8.71%

% of portfolio

0.0%

Previous 0.0%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 06, 2025	BUY	$29.18 - $30.72 $27,662 - $29,122	948 Added 9.05%	11,421 $337,000
Q4 2024 Feb 07, 2025	SELL	$29.6 - $32.67 $5,268 - $5,815	-178 Reduced 1.67%	10,473 $310,000
Q3 2024 Nov 13, 2024	SELL	$30.17 - $33.79 $40,880 - $45,785	-1,355 Reduced 11.29%	10,651 $347,000
Q2 2024 Aug 09, 2024	SELL	$29.7 - $31.92 $52,747 - $56,689	-1,776 Reduced 12.89%	12,006 $383,000
Q1 2024 May 08, 2024	BUY	$28.71 - $31.12 $7,435 - $8,060	259 Added 1.92%	13,782 $428,000
Q4 2023 Feb 07, 2024	SELL	$26.18 - $30.31 $25,289 - $29,279	-966 Reduced 6.67%	13,523 $409,000
Q3 2023 Nov 07, 2023	SELL	$27.22 - $29.75 $2,068 - $2,261	-76 Reduced 0.52%	14,489 $397,000
Q2 2023 Aug 11, 2023	BUY	$26.54 - $29.34 $51,779 - $57,242	1,951 Added 15.47%	14,565 $416,000
Q1 2023 Apr 28, 2023	BUY	$25.43 - $27.97 $22,098 - $24,305	869 Added 7.4%	12,614 $341,000
Q4 2022 Feb 13, 2023	SELL	$23.38 - $27.54 $45,310 - $53,372	-1,938 Reduced 14.16%	11,745 $300,000
Q3 2022 Nov 01, 2022	SELL	$23.45 - $27.59 $206,829 - $243,343	-8,820 Reduced 39.19%	13,683 $321,000
Q2 2022 Aug 02, 2022	SELL	$25.3 - $31.26 $10,524 - $13,004	-416 Reduced 1.82%	22,503 $569,000
Q1 2022 Apr 27, 2022	BUY	$28.43 - $33.15 $134,502 - $156,832	4,731 Added 26.01%	22,919 $704,000
Q4 2021 Jan 24, 2022	BUY	$30.7 - $33.11 $328,858 - $354,674	10,712 Added 143.29%	18,188 $578,000
Q3 2021 Oct 21, 2021	BUY	$31.64 - $33.85 $37,968 - $40,620	1,200 Added 19.12%	7,476 $239,000
Q2 2021 Jul 29, 2021	BUY	$31.23 - $33.9 $195,999 - $212,756	6,276 New	6,276 $208,000
Q4 2020 Jan 22, 2021	SELL	$24.05 - $30.17 $201,899 - $253,277	-8,395 Closed	0 $0
Q3 2020 Oct 14, 2020	BUY	$22.94 - $25.19 $192,581 - $211,470	8,395 New	8,395 $203,000

Others Institutions Holding XCEM

# of Institutions

171

Shares Held

29.2M

Call Options Held

Put Options Held

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About COLUMBIA ETF TR II

Ticker XCEM
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Industry ETFs

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Avantax Advisory Services, Inc. Columbia ETF Tr Ii Transaction History