Ma Private Wealth Columbia ETF Tr Ii Transaction History
Ma Private Wealth
- $533 Million
- Q3 2024
A detailed history of Ma Private Wealth transactions in Columbia ETF Tr Ii stock. As of the latest transaction made, Ma Private Wealth holds 769,377 shares of XCEM stock, worth $25 Million. This represents 4.71% of its overall portfolio holdings.
Number of Shares
769,377
Previous 511,659
50.37%
Holding current value
$25 Million
Previous $16.3 Million
53.9%
% of portfolio
4.71%
Previous 3.23%
Shares
4 transactions
Others Institutions Holding XCEM
# of Institutions
146Shares Held
28.5MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY4.39MShares$142 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC3.52MShares$114 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.02MShares$33 Million0.02% of portfolio
-
Marotta Asset Management868KShares$28.2 Million5.58% of portfolio
-
Prism Advisors, Inc.762KShares$24.7 Million7.17% of portfolio