Buttonwood Financial Group, LLC Columbia ETF Tr Ii Transaction History

Buttonwood Financial Group, LLC

$177 Million
Q2 2025

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 14, 2025	SELL	$29.18 - $30.72 $1.38 Million - $1.45 Million	-47,132 Reduced 22.07%	166,458 $4.93 Million
Q4 2024 Jan 31, 2025	BUY	$29.6 - $32.67 $294,727 - $325,295	9,957 Added 4.89%	213,590 $6.32 Million
Q3 2024 Oct 15, 2024	BUY	$30.17 - $33.79 $919,008 - $1.03 Million	30,461 Added 17.59%	203,633 $6.65 Million
Q2 2024 Jul 10, 2024	BUY	$29.7 - $31.92 $1.2 Million - $1.29 Million	40,347 Added 30.38%	173,172 $5.53 Million
Q1 2024 Apr 11, 2024	BUY	$28.71 - $31.12 $1.91 Million - $2.07 Million	66,505 Added 100.28%	132,825 $4.13 Million
Q4 2023 Jan 08, 2024	BUY	$26.18 - $30.31 $59,245 - $68,591	2,263 Added 3.53%	66,320 $2.01 Million
Q3 2023 Oct 31, 2023	BUY	$27.22 - $29.75 $1.74 Million - $1.91 Million	64,057 New	64,057 $1.76 Million

Others Institutions Holding XCEM

# of Institutions

172

Shares Held

27.8M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

2.84M
Shares

$99.8 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

2.82M
Shares

$99 Million
0.01% of portfolio
Northwestern Mutual Wealth Management CO

1.6M
Shares

$56.4 Million
0.04% of portfolio
Penserra Capital Management LLC Orinda, CA

1.32M
Shares

$46.4 Million
0.63% of portfolio
Lpl Financial LLC Fort Mill, SC

989K
Shares

$34.7 Million
0.01% of portfolio

About COLUMBIA ETF TR II

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