First Foundation Advisors Columbia ETF Tr Ii Transaction History
First Foundation Advisors
- $2.58 Billion
- Q3 2024
A detailed history of First Foundation Advisors transactions in Columbia ETF Tr Ii stock. As of the latest transaction made, First Foundation Advisors holds 460,512 shares of XCEM stock, worth $13.8 Million. This represents 0.58% of its overall portfolio holdings.
Number of Shares
460,512
Previous 382,813
20.3%
Holding current value
$13.8 Million
Previous $12.2 Million
23.12%
% of portfolio
0.58%
Previous 0.48%
Shares
5 transactions
Others Institutions Holding XCEM
# of Institutions
153Shares Held
30.1MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY4.16MShares$124 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC3.76MShares$112 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.42MShares$42.4 Million0.02% of portfolio
-
Marotta Asset Management868KShares$25.9 Million5.58% of portfolio
-
Ma Private Wealth769KShares$23 Million4.71% of portfolio