Denver Wealth Management, Inc. Columbia ETF Tr Ii Transaction History
Denver Wealth Management, Inc.
- $185 Million
- Q2 2024
A detailed history of Denver Wealth Management, Inc. transactions in Columbia ETF Tr Ii stock. As of the latest transaction made, Denver Wealth Management, Inc. holds 44,864 shares of XCEM stock, worth $1.45 Million. This represents 0.78% of its overall portfolio holdings.
Number of Shares
44,864
Previous 27,755
61.64%
Holding current value
$1.45 Million
Previous $863,000
65.93%
% of portfolio
0.78%
Previous 0.47%
Shares
2 transactions
Others Institutions Holding XCEM
# of Institutions
145Shares Held
27.5MCall 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$32.8 Million0.02% of portfolio
-
Marotta Asset Management868KShares$28.1 Million5.58% of portfolio
-
Prism Advisors, Inc.765KShares$24.8 Million7.45% of portfolio