Legacy Financial Advisors, Inc. Columbia ETF Tr Ii Transaction History
Legacy Financial Advisors, Inc.
- $527 Million
- Q2 2025
A detailed history of Legacy Financial Advisors, Inc. transactions in Columbia ETF Tr Ii stock. As of the latest transaction made, Legacy Financial Advisors, Inc. holds 34,455 shares of XCEM stock, worth $1.18 Million. This represents 0.22% of its overall portfolio holdings.
Number of Shares
34,455
Previous 15,113
127.98%
Holding current value
$1.18 Million
Previous $446,000
163.9%
% of portfolio
0.22%
Previous 0.09%
Shares
4 transactions
Others Institutions Holding XCEM
# of Institutions
172Shares Held
29MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY3.53MShares$121 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC2.77MShares$95.1 Million0.01% of portfolio
-
Penserra Capital Management LLC Orinda, CA1.32MShares$45.3 Million0.63% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.24MShares$42.6 Million0.01% of portfolio
-
Marotta Asset Management877KShares$30.1 Million6.03% of portfolio