Ma Private Wealth Columbia ETF Tr Ii Transaction History
Ma Private Wealth
- $530 Million
- Q1 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 706,086 shares of XCEM stock, worth $22.6 Million. This represents 3.94% of its overall portfolio holdings.
Number of Shares
706,086
Previous 774,158
8.79%
Holding current value
$22.6 Million
Previous $22.9 Million
8.98%
% of portfolio
3.94%
Previous 4.3%
Shares
6 transactions
Others Institutions Holding XCEM
# of Institutions
171Shares Held
29.2MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY3.53MShares$113 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC2.77MShares$88.9 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.24MShares$39.9 Million0.01% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL872KShares$28 Million0.01% of portfolio
-
Marotta Asset Management868KShares$27.8 Million5.5% of portfolio