Bogart Wealth, LLC Columbia ETF Tr Ii Transaction History
Bogart Wealth, LLC
- $2.46 Billion
- Q3 2025
A detailed history of Bogart Wealth, LLC transactions in Columbia ETF Tr Ii stock. As of the latest transaction made, Bogart Wealth, LLC holds 900 shares of XCEM stock, worth $34,821. This represents 0.0% of its overall portfolio holdings.
Number of Shares
900
Previous 900
-0.0%
Holding current value
$34,821
Previous $30,000
6.67%
% of portfolio
0.0%
Previous 0.0%
Shares
7 transactions
Others Institutions Holding XCEM
# of Institutions
175Shares Held
27.8MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.84MShares$110 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC2.82MShares$109 Million0.01% of portfolio
-
Northwestern Mutual Wealth Management CO1.6MShares$62.1 Million0.04% of portfolio
-
Penserra Capital Management LLC Orinda, CA1.32MShares$51.1 Million0.63% of portfolio
-
Lpl Financial LLC Fort Mill, SC989KShares$38.3 Million0.01% of portfolio