Ballast Advisors LLC Columbia ETF Tr Ii Columbia In Transaction History

Ballast Advisors LLC

$322 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 Apr 16, 2020	BUY	$26.59 - $43.77 $9,545 - $15,713	359 New	359 $11,000

Others Institutions Holding INCO

# of Institutions

76

Shares Held

2.2M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

545K
Shares

$35.3 Million
0.0% of portfolio
Osborne Partners Capital Management, LLC

229K
Shares

$14.8 Million
1.01% of portfolio
Beacon Harbor Wealth Advisors, Inc.

162K
Shares

$10.5 Million
2.96% of portfolio
Lpl Financial LLC Fort Mill, SC

143K
Shares

$9.28 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

138K
Shares

$8.95 Million
0.0% of portfolio

About COLUMBIA ETF TR II COLUMBIA IN

Ticker INCO
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