Creative One Wealth, LLC Columbia ETF Tr Ii Transaction History
Creative One Wealth, LLC
- $1.97 Billion
- Q2 2024
A detailed history of Creative One Wealth, LLC transactions in Columbia ETF Tr Ii stock. As of the latest transaction made, Creative One Wealth, LLC holds 18,682 shares of XCEM stock, worth $608,285. This represents 0.03% of its overall portfolio holdings.
Number of Shares
18,682
Previous 19,362
3.51%
Holding current value
$608,285
Previous $602,000
1.0%
% of portfolio
0.03%
Previous 0.02%
Shares
9 transactions
Others Institutions Holding XCEM
# of Institutions
145Shares Held
27.4MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY4.39MShares$143 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC3.52MShares$115 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.02MShares$33.1 Million0.02% of portfolio
-
Marotta Asset Management784KShares$25.5 Million5.17% of portfolio
-
Prism Advisors, Inc.765KShares$24.9 Million7.45% of portfolio