Highland Financial Advisors, LLC Columbia ETF Tr Ii Transaction History

Highland Financial Advisors, LLC

$308 Million
Q2 2025

A detailed history of Highland Financial Advisors, LLC transactions in Columbia ETF Tr Ii stock. As of the latest transaction made, Highland Financial Advisors, LLC holds 154,485 shares of XCEM stock, worth $5.43 Million. This represents 1.71% of its overall portfolio holdings.

Number of Shares

154,485

Previous 161,061 4.08%

Holding current value

$5.43 Million

Previous $4.77 Million 10.69%

% of portfolio

1.71%

Previous 1.72%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 15, 2025	SELL	$26.68 - $34.18 $175,447 - $224,767	-6,576 Reduced 4.08%	154,485 $5.28 Million
Q1 2025 Apr 08, 2025	BUY	$29.18 - $30.72 $266,034 - $280,074	9,117 Added 6.0%	161,061 $4.77 Million
Q4 2024 Jan 30, 2025	BUY	$29.6 - $32.67 $285,462 - $315,069	9,644 Added 6.78%	151,944 $4.5 Million
Q3 2024 Oct 30, 2024	BUY	$30.17 - $33.79 $151,061 - $169,186	5,007 Added 3.65%	142,300 $4.65 Million
Q2 2024 Jul 17, 2024	BUY	$29.7 - $31.92 $536,886 - $577,017	18,077 Added 15.16%	137,293 $4.38 Million
Q1 2024 May 06, 2024	BUY	$28.71 - $31.12 $371,593 - $402,786	12,943 Added 12.18%	119,216 $3.71 Million
Q4 2023 Jan 18, 2024	BUY	$26.18 - $30.31 $2.78 Million - $3.22 Million	106,273 New	106,273 $3.22 Million

Others Institutions Holding XCEM

# of Institutions

172

Shares Held

27.8M

Call Options Held

Put Options Held

View Full List

About COLUMBIA ETF TR II

Ticker XCEM
Sector ETFs
Industry ETFs

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Highland Financial Advisors, LLC Columbia ETF Tr Ii Transaction History