Creative Planning Columbia ETF Tr Ii Transaction History
Creative Planning
- $101 Billion
- Q3 2024
A detailed history of Creative Planning transactions in Columbia ETF Tr Ii stock. As of the latest transaction made, Creative Planning holds 101,535 shares of XCEM stock, worth $3.29 Million. This represents 0.0% of its overall portfolio holdings.
Number of Shares
101,535
Previous 113,933
10.88%
Holding current value
$3.29 Million
Previous $3.64 Million
8.77%
% of portfolio
0.0%
Previous 0.0%
Shares
23 transactions
Others Institutions Holding XCEM
# of Institutions
144Shares Held
27.6MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY4.39MShares$142 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC3.52MShares$114 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.02MShares$33 Million0.02% of portfolio
-
Marotta Asset Management868KShares$28.2 Million5.58% of portfolio
-
Prism Advisors, Inc.762KShares$24.7 Million7.17% of portfolio