Marotta Asset Management Columbia ETF Tr Ii Transaction History
Marotta Asset Management
- $484 Million
- Q2 2024
A detailed history of Marotta Asset Management transactions in Columbia ETF Tr Ii stock. As of the latest transaction made, Marotta Asset Management holds 783,934 shares of XCEM stock, worth $26.1 Million. This represents 5.17% of its overall portfolio holdings.
Number of Shares
783,934
Previous 553,903
41.53%
Holding current value
$26.1 Million
Previous $17.2 Million
45.26%
% of portfolio
5.17%
Previous 3.56%
Shares
4 transactions
Others Institutions Holding XCEM
# of Institutions
145Shares Held
27.4MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY4.39MShares$146 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC3.52MShares$117 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.02MShares$33.8 Million0.02% of portfolio
-
Prism Advisors, Inc.765KShares$25.5 Million7.45% of portfolio
-
Jpmorgan Chase & CO New York, NY698KShares$23.3 Million0.0% of portfolio