Ever Source Wealth Advisors, LLC Columbia ETF Tr Ii Transaction History
Ever Source Wealth Advisors, LLC
- $2.2 Billion
- Q3 2025
A detailed history of Ever Source Wealth Advisors, LLC transactions in Columbia ETF Tr Ii stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 9,861 shares of XCEM stock, worth $377,281. This represents 0.02% of its overall portfolio holdings.
Number of Shares
9,861
Previous 3,783
160.67%
Holding current value
$377,281
Previous $129,000
177.52%
% of portfolio
0.02%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding XCEM
# of Institutions
179Shares Held
28.8MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC3.05MShares$117 Million0.01% of portfolio
-
Morgan Stanley New York, NY2.86MShares$109 Million0.01% of portfolio
-
Northwestern Mutual Wealth Management CO1.63MShares$62.3 Million0.04% of portfolio
-
Penserra Capital Management LLC Orinda, CA1.42MShares$54.4 Million0.67% of portfolio
-
Lpl Financial LLC Fort Mill, SC961KShares$36.8 Million0.01% of portfolio