Kwb Wealth Columbia ETF Tr Ii Transaction History
Kwb Wealth
- $734 Million
- Q2 2024
A detailed history of Kwb Wealth transactions in Columbia ETF Tr Ii stock. As of the latest transaction made, Kwb Wealth holds 143,164 shares of XCEM stock, worth $4.59 Million. This represents 0.62% of its overall portfolio holdings.
Number of Shares
143,164
Previous 145,018
1.28%
Holding current value
$4.59 Million
Previous $4.51 Million
1.31%
% of portfolio
0.62%
Previous 0.61%
Shares
3 transactions
Others Institutions Holding XCEM
# of Institutions
145Shares Held
27.4MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY4.39MShares$141 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC3.52MShares$113 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.02MShares$32.6 Million0.02% of portfolio
-
Marotta Asset Management784KShares$25.1 Million5.17% of portfolio
-
Prism Advisors, Inc.765KShares$24.5 Million7.45% of portfolio