Ethos Financial Group, LLC Columbia ETF Tr Ii Transaction History

Ethos Financial Group, LLC

$528 Million
Q3 2024

A detailed history of Ethos Financial Group, LLC transactions in Columbia ETF Tr Ii stock. As of the latest transaction made, Ethos Financial Group, LLC holds 6,241 shares of XCEM stock, worth $195,904. This represents 0.04% of its overall portfolio holdings.

Number of Shares

6,241

Holding current value

$195,904

% of portfolio

0.04%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 07, 2024	BUY	$30.17 - $33.79 $188,290 - $210,883	6,241 New	6,241 $203,000

Others Institutions Holding XCEM

# of Institutions

151

Shares Held

30M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

4.16M
Shares

$131 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

3.76M
Shares

$118 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

1.42M
Shares

$44.5 Million
0.02% of portfolio
Marotta Asset Management

868K
Shares

$27.2 Million
5.58% of portfolio
Ma Private Wealth

769K
Shares

$24.2 Million
4.71% of portfolio

View Full List

About COLUMBIA ETF TR II

Ticker XCEM
Sector ETFs
Industry ETFs

More about XCEM

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Ethos Financial Group, LLC Columbia ETF Tr Ii Transaction History