Guardian Wealth Advisors, LLC Columbia ETF Tr Ii Transaction History
Guardian Wealth Advisors, LLC
- $717 Million
- Q1 2024
A detailed history of Guardian Wealth Advisors, LLC transactions in Columbia ETF Tr Ii stock. As of the latest transaction made, Guardian Wealth Advisors, LLC holds 154,903 shares of XCEM stock, worth $4.94 Million. This represents 0.67% of its overall portfolio holdings.
Number of Shares
154,903
Previous 150,737
2.76%
Holding current value
$4.94 Million
Previous $4.56 Million
5.59%
% of portfolio
0.67%
Previous 0.75%
Shares
3 transactions
Others Institutions Holding XCEM
# of Institutions
136Shares Held
24.1MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY4.12MShares$131 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC2.75MShares$87.9 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC808KShares$25.8 Million0.01% of portfolio
-
Bogart Wealth, LLC808KShares$25.8 Million1.28% of portfolio
-
Prism Advisors, Inc.751KShares$24 Million7.02% of portfolio