Marotta Asset Management Columbia ETF Tr Ii Transaction History
Marotta Asset Management
- $483 Million
- Q1 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 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
Others Institutions Holding XCEM
# of Institutions
136Shares Held
24.1MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY4.12MShares$132 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC2.75MShares$88.3 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC808KShares$25.9 Million0.01% of portfolio
-
Bogart Wealth, LLC808KShares$25.9 Million1.28% of portfolio
-
Prism Advisors, Inc.751KShares$24.1 Million7.02% of portfolio