Legacy Financial Advisors, Inc. Columbia ETF Tr Ii Transaction History
Legacy Financial Advisors, Inc.
- $513 Million
- Q4 2024
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 11,220 shares of XCEM stock, worth $332,336. This represents 0.06% of its overall portfolio holdings.
Number of Shares
11,220
Previous 9,906
13.26%
Holding current value
$332,336
Previous $323,000
2.79%
% of portfolio
0.06%
Previous 0.06%
Shares
2 transactions
Others Institutions Holding XCEM
# of Institutions
168Shares Held
30.7MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC3.96MShares$117 Million0.01% of portfolio
-
Morgan Stanley New York, NY3.75MShares$111 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.49MShares$44 Million0.02% of portfolio
-
Marotta Asset Management874KShares$25.9 Million5.41% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL788KShares$23.3 Million0.01% of portfolio