Diversify Advisory Services, LLC Columbia ETF Tr Ii Transaction History
Diversify Advisory Services, LLC
- $1.86 Trillion
- Q3 2024
A detailed history of Diversify Advisory Services, LLC transactions in Columbia ETF Tr Ii stock. As of the latest transaction made, Diversify Advisory Services, LLC holds 27,082 shares of XCEM stock, worth $848,479. This represents 0.05% of its overall portfolio holdings.
Number of Shares
27,082
Previous 24,067
12.53%
Holding current value
$848,479
Previous $791 Million
11.01%
% of portfolio
0.05%
Previous 0.04%
Shares
3 transactions
Others Institutions Holding XCEM
# of Institutions
152Shares Held
30MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY4.16MShares$130 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC3.76MShares$118 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.42MShares$44.4 Million0.02% of portfolio
-
Marotta Asset Management868KShares$27.2 Million5.58% of portfolio
-
Ma Private Wealth769KShares$24.1 Million4.71% of portfolio