Credit Suisse Ag Columbia ETF Tr Ii Columbia In Transaction History

Credit Suisse Ag

$101 Billion
Q1 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Aug 16, 2021	BUY	$47.95 - $54.71 $54,663 - $62,369	1,140 Added 16.23%	8,163 $441,000
Q4 2020 Feb 12, 2021	SELL	$40.34 - $48.19 $108,918 - $130,113	-2,700 Reduced 27.77%	7,023 $338,000
Q3 2020 Nov 13, 2020	SELL	$38.1 - $43.16 $262,890 - $297,804	-6,900 Reduced 41.51%	9,723 $409,000
Q2 2020 Aug 12, 2020	BUY	$28.57 - $37.9 $139,993 - $185,710	4,900 Added 41.8%	16,623 $627,000
Q1 2020 May 13, 2020	BUY	$26.59 - $43.77 $34,567 - $56,901	1,300 Added 12.47%	11,723 $360,000
Q4 2019 Feb 12, 2020	SELL	$39.99 - $44.42 $23,994 - $26,652	-600 Reduced 5.44%	10,423 $440,000
Q3 2019 Nov 12, 2019	BUY	$37.63 - $42.37 $33,867 - $38,133	900 Added 8.89%	11,023 $456,000
Q2 2019 Aug 14, 2019	SELL	N/A	-640 Reduced 5.95%	10,123 $417,000
Q1 2019 May 14, 2019	BUY	N/A	10,763 New	10,763 $455,000

Others Institutions Holding INCO

# of Institutions

76

Shares Held

2.2M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

545K
Shares

$35.3 Million
0.0% of portfolio
Osborne Partners Capital Management, LLC

229K
Shares

$14.8 Million
1.01% of portfolio
Beacon Harbor Wealth Advisors, Inc.

162K
Shares

$10.5 Million
2.96% of portfolio
Lpl Financial LLC Fort Mill, SC

143K
Shares

$9.28 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

138K
Shares

$8.95 Million
0.0% of portfolio

About COLUMBIA ETF TR II COLUMBIA IN

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