Cypress Wealth Services, LLC Columbia ETF Tr Ii Transaction History

Cypress Wealth Services, LLC

$468 Million
Q1 2025

A detailed history of Cypress Wealth Services, LLC transactions in Columbia ETF Tr Ii stock. As of the latest transaction made, Cypress Wealth Services, LLC holds 176,193 shares of XCEM stock, worth $5.65 Million. This represents 1.12% of its overall portfolio holdings.

Number of Shares

176,193

Previous 173,968 1.28%

Holding current value

$5.65 Million

Previous $5.15 Million 1.34%

% of portfolio

1.12%

Previous 1.09%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 10, 2025	BUY	$29.18 - $30.72 $64,925 - $68,352	2,225 Added 1.28%	176,193 $5.22 Million
Q4 2024 Jan 14, 2025	BUY	$29.6 - $32.67 $579,479 - $639,580	19,577 Added 12.68%	173,968 $5.15 Million
Q3 2024 Oct 08, 2024	BUY	$30.17 - $33.79 $154,681 - $173,241	5,127 Added 3.43%	154,391 $5.04 Million
Q2 2024 Jul 12, 2024	BUY	$29.7 - $31.92 $1.33 Million - $1.43 Million	44,917 Added 43.05%	149,264 $4.76 Million
Q1 2024 Apr 15, 2024	SELL	$28.71 - $31.12 $40,710 - $44,128	-1,418 Reduced 1.34%	104,347 $3.25 Million
Q4 2023 Jan 10, 2024	BUY	$26.18 - $30.31 $2.77 Million - $3.21 Million	105,765 New	105,765 $3.2 Million

Others Institutions Holding XCEM

# of Institutions

171

Shares Held

29.2M

Call Options Held

Put Options Held

View Full List

About COLUMBIA ETF TR II

Ticker XCEM
Sector ETFs
Industry ETFs

More about XCEM

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Cypress Wealth Services, LLC Columbia ETF Tr Ii Transaction History