Kwb Wealth Columbia ETF Tr Ii Transaction History
Kwb Wealth
- $806 Million
- Q3 2024
A detailed history of Kwb Wealth transactions in Columbia ETF Tr Ii stock. As of the latest transaction made, Kwb Wealth holds 170,251 shares of XCEM stock, worth $5.31 Million. This represents 0.69% of its overall portfolio holdings.
Number of Shares
170,251
Previous 143,164
18.92%
Holding current value
$5.31 Million
Previous $4.57 Million
21.73%
% of portfolio
0.69%
Previous 0.62%
Shares
4 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