Guardian Wealth Advisors, LLC Columbia ETF Tr Ii Transaction History
Guardian Wealth Advisors, LLC
- $838 Million
- Q3 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 165,896 shares of XCEM stock, worth $5.18 Million. This represents 0.65% of its overall portfolio holdings.
Number of Shares
165,896
Previous 160,682
3.24%
Holding current value
$5.18 Million
Previous $5.13 Million
5.67%
% of portfolio
0.65%
Previous 0.68%
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$130 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC3.76MShares$117 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.42MShares$44.3 Million0.02% of portfolio
-
Marotta Asset Management868KShares$27.1 Million5.58% of portfolio
-
Ma Private Wealth769KShares$24 Million4.71% of portfolio