Bogart Wealth, LLC Columbia ETF Tr Ii Transaction History

Bogart Wealth, LLC

  • $1.96 Billion
  • Q1 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 808,024 shares of XCEM stock, worth $24.7 Million. This represents 1.28% of its overall portfolio holdings.

Number of Shares
808,024
Previous 785,086 2.92%
Holding current value
$24.7 Million
Previous $23.8 Million 5.74%
% of portfolio
1.28%
Previous 1.33%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 25, 2024
BUY
$28.71 - $31.12 $658,549 - $713,830
22,938 Added 2.92%
808,024 $25.1 Million
Q4 2023

Feb 06, 2024
BUY
$26.18 - $30.31 $2.56 Million - $2.96 Million
97,751 Added 14.22%
785,086 $23.8 Million
Q3 2023

Oct 30, 2023
BUY
$27.22 - $29.75 $18.7 Million - $20.4 Million
687,335 New
687,335 $18.8 Million

Others Institutions Holding XCEM

# of Institutions
136
Shares Held
24.1M
Call Options Held
0
Put Options Held
0
View Full List

About COLUMBIA ETF TR II

XCEM Quotes by TradingView
  • Ticker XCEM
  • Sector ETFs
  • Industry ETFs
More about XCEM
Track This Portfolio

Track Bogart Wealth, LLC Portfolio

Follow Bogart Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bogart Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bogart Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email