Ma Private Wealth Columbia ETF Tr Ii Transaction History
Ma Private Wealth
- $540 Million
- Q2 2025
A detailed history of Ma Private Wealth transactions in Columbia ETF Tr Ii stock. As of the latest transaction made, Ma Private Wealth holds 575,267 shares of XCEM stock, worth $19.7 Million. This represents 3.64% of its overall portfolio holdings.
Number of Shares
575,267
Previous 706,086
18.53%
Holding current value
$19.7 Million
Previous $20.9 Million
5.73%
% of portfolio
3.64%
Previous 3.94%
Shares
7 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