Gladstone Institutional Advisory LLC Columbia ETF Tr Ii Transaction History

Gladstone Institutional Advisory LLC

$2.1 Billion
Q4 2024

A detailed history of Gladstone Institutional Advisory LLC transactions in Columbia ETF Tr Ii stock. As of the latest transaction made, Gladstone Institutional Advisory LLC holds 95,583 shares of XCEM stock, worth $2.83 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares

95,583

Previous 64,537 48.11%

Holding current value

$2.83 Million

Previous $2.11 Million 34.2%

% of portfolio

0.13%

Previous 0.11%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 29, 2025	BUY	$29.6 - $32.67 $918,961 - $1.01 Million	31,046 Added 48.11%	95,583 $2.83 Million
Q3 2024 Oct 28, 2024	BUY	$30.17 - $33.79 $335,007 - $375,204	11,104 Added 20.78%	64,537 $2.11 Million
Q2 2024 Aug 02, 2024	SELL	$29.7 - $31.92 $4,514 - $4,851	-152 Reduced 0.28%	53,433 $1.71 Million
Q1 2024 May 14, 2024	BUY	$28.71 - $31.12 $18,374 - $19,916	640 Added 1.21%	53,585 $1.67 Million
Q4 2023 Feb 09, 2024	BUY	$26.18 - $30.31 $3,953 - $4,576	151 Added 0.29%	52,945 $1.6 Million
Q3 2023 Nov 13, 2023	BUY	$27.22 - $29.75 $1.44 Million - $1.57 Million	52,794 New	52,794 $1.45 Million

Others Institutions Holding XCEM

# of Institutions

169

Shares Held

30.3M

Call Options Held

Put Options Held

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About COLUMBIA ETF TR II

Ticker XCEM
Sector ETFs
Industry ETFs

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Gladstone Institutional Advisory LLC Columbia ETF Tr Ii Transaction History