Bogart Wealth, LLC Columbia ETF Tr Ii Transaction History
Bogart Wealth, LLC
- $2.1 Billion
- Q3 2024
A detailed history of Bogart Wealth, LLC transactions in Columbia ETF Tr Ii stock. As of the latest transaction made, Bogart Wealth, LLC holds 2,240 shares of XCEM stock, worth $69,574. This represents 0.0% of its overall portfolio holdings.
Number of Shares
2,240
Previous 3,358
33.29%
Holding current value
$69,574
Previous $107,000
31.78%
% of portfolio
0.0%
Previous 0.01%
Shares
5 transactions
Others Institutions Holding XCEM
# of Institutions
151Shares Held
30MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY4.16MShares$129 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC3.76MShares$117 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.42MShares$44 Million0.02% of portfolio
-
Marotta Asset Management868KShares$27 Million5.58% of portfolio
-
Ma Private Wealth769KShares$23.9 Million4.71% of portfolio