Creative One Wealth, LLC Columbia ETF Tr Ii Transaction History
Creative One Wealth, LLC
- $2.76 Billion
- Q3 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 23,412 shares of XCEM stock, worth $730,688. This represents 0.03% of its overall portfolio holdings.
Number of Shares
23,412
Previous 18,682
25.32%
Holding current value
$730,688
Previous $596,000
28.19%
% of portfolio
0.03%
Previous 0.03%
Shares
10 transactions
Others Institutions Holding XCEM
# of Institutions
153Shares Held
30.1MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY4.16MShares$130 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC3.76MShares$117 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.42MShares$44.3 Million0.02% of portfolio
-
Marotta Asset Management868KShares$27.1 Million5.58% of portfolio
-
Ma Private Wealth769KShares$24 Million4.71% of portfolio