Kwb Wealth Columbia ETF Tr Ii Transaction History
Kwb Wealth
- $789 Million
- Q4 2024
A detailed history of Kwb Wealth transactions in Columbia ETF Tr Ii stock. As of the latest transaction made, Kwb Wealth holds 231,311 shares of XCEM stock, worth $6.92 Million. This represents 0.87% of its overall portfolio holdings.
Number of Shares
231,311
Previous 170,251
35.86%
Holding current value
$6.92 Million
Previous $5.56 Million
23.09%
% of portfolio
0.87%
Previous 0.69%
Shares
5 transactions
Others Institutions Holding XCEM
# of Institutions
155Shares Held
30.2MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY4.16MShares$125 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC3.76MShares$112 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.42MShares$42.4 Million0.02% of portfolio
-
Marotta Asset Management874KShares$26.2 Million5.41% of portfolio
-
Ma Private Wealth769KShares$23 Million4.71% of portfolio