Diversify Advisory Services, LLC Columbia ETF Tr Ii Transaction History
Diversify Advisory Services, LLC
- $1.6 Trillion
- Q1 2025
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 35,941 shares of XCEM stock, worth $1.15 Million. This represents 0.07% of its overall portfolio holdings.
Number of Shares
35,941
Previous 27,190
32.18%
Holding current value
$1.15 Million
Previous $803 Million
35.32%
% of portfolio
0.07%
Previous 0.04%
Shares
5 transactions
Others Institutions Holding XCEM
# of Institutions
171Shares Held
29.2MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY3.53MShares$113 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC2.77MShares$88.9 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.24MShares$39.9 Million0.01% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL872KShares$28 Million0.01% of portfolio
-
Marotta Asset Management868KShares$27.8 Million5.5% of portfolio