Legacy Financial Advisors, Inc. Columbia ETF Tr Ii Transaction History

Legacy Financial Advisors, Inc.

  • $498 Million
  • Q1 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 15,113 shares of XCEM stock, worth $484,673. This represents 0.09% of its overall portfolio holdings.

Number of Shares
15,113
Previous 11,220 34.7%
Holding current value
$484,673
Previous $332,000 34.34%
% of portfolio
0.09%
Previous 0.06%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025
BUY
$29.18 - $30.72 $113,597 - $119,592
3,893 Added 34.7%
15,113 $446,000
Q4 2024

Feb 13, 2025
BUY
$29.6 - $32.67 $38,894 - $42,928
1,314 Added 13.26%
11,220 $332,000
Q3 2024

Nov 13, 2024
BUY
$30.17 - $33.79 $298,864 - $334,723
9,906 New
9,906 $323,000

Others Institutions Holding XCEM

# of Institutions
171
Shares Held
29.2M
Call Options Held
0
Put Options Held
0
View Full List

About COLUMBIA ETF TR II

XCEM Quotes by TradingView
  • Ticker XCEM
  • Sector ETFs
  • Industry ETFs
More about XCEM
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