Marotta Asset Management Columbia ETF Tr Ii Transaction History

Marotta Asset Management

  • $508 Million
  • Q3 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 868,104 shares of XCEM stock, worth $27.1 Million. This represents 5.58% of its overall portfolio holdings.

Number of Shares
868,104
Previous 783,934 10.74%
Holding current value
$27.1 Million
Previous $25 Million 13.34%
% of portfolio
5.58%
Previous 5.17%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 03, 2024
BUY
$30.17 - $33.79 $2.54 Million - $2.84 Million
84,170 Added 10.74%
868,104 $28.4 Million
Q2 2024

Jul 17, 2024
BUY
$29.7 - $31.92 $6.83 Million - $7.34 Million
230,031 Added 41.53%
783,934 $25 Million
Q1 2024

Apr 02, 2024
BUY
$28.71 - $31.12 $2.52 Million - $2.74 Million
87,907 Added 18.86%
553,903 $17.2 Million
Q4 2023

Jan 03, 2024
BUY
$26.18 - $30.31 $1.68 Million - $1.95 Million
64,302 Added 16.01%
465,996 $14.1 Million
Q3 2023

Oct 11, 2023
BUY
$27.22 - $29.75 $10.9 Million - $12 Million
401,694 New
401,694 $11 Million

Others Institutions Holding XCEM

# of Institutions
153
Shares Held
30.1M
Call Options Held
0
Put Options Held
0
View Full List

About COLUMBIA ETF TR II

XCEM Quotes by TradingView
  • Ticker XCEM
  • Sector ETFs
  • Industry ETFs
More about XCEM
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