A detailed history of Marotta Asset Management transactions in Columbia ETF Tr Ii stock. As of the latest transaction made, Marotta Asset Management holds 553,903 shares of XCEM stock, worth $17.8 Million. This represents 3.56% of its overall portfolio holdings.

Number of Shares
553,903
Previous 465,996 18.86%
Holding current value
$17.8 Million
Previous $14.1 Million 22.13%
% of portfolio
3.56%
Previous 3.03%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About COLUMBIA ETF TR II


  • Ticker XCEM
  • Sector ETFs
  • Industry ETFs
More about XCEM
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