Ehrlich Financial Group Columbia ETF Tr Ii Transaction History

Ehrlich Financial Group

$140 Billion
Q3 2024

A detailed history of Ehrlich Financial Group transactions in Columbia ETF Tr Ii stock. As of the latest transaction made, Ehrlich Financial Group holds 84,185 shares of XCEM stock, worth $2.73 Million. This represents 1.96% of its overall portfolio holdings.

Number of Shares

84,185

Holding current value

$2.73 Million

% of portfolio

1.96%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 07, 2024	BUY	$30.17 - $33.79 $2.54 Million - $2.84 Million	84,185 New	84,185 $2.75 Billion

Others Institutions Holding XCEM

# of Institutions

144

Shares Held

27.6M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

4.39M
Shares

$142 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

3.52M
Shares

$114 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

1.02M
Shares

$33 Million
0.02% of portfolio
Marotta Asset Management

868K
Shares

$28.2 Million
5.58% of portfolio
Prism Advisors, Inc.

762K
Shares

$24.7 Million
7.17% of portfolio

View Full List

About COLUMBIA ETF TR II

Ticker XCEM
Sector ETFs
Industry ETFs

More about XCEM

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Ehrlich Financial Group Columbia ETF Tr Ii Transaction History