Marotta Asset Management Columbia ETF Tr Ii Transaction History
Marotta Asset Management
- $497 Million
- Q2 2025
A detailed history of Marotta Asset Management transactions in Columbia ETF Tr Ii stock. As of the latest transaction made, Marotta Asset Management holds 876,654 shares of XCEM stock, worth $31.5 Million. This represents 6.03% of its overall portfolio holdings.
Number of Shares
876,654
Previous 868,104
0.98%
Holding current value
$31.5 Million
Previous $25.7 Million
16.53%
% of portfolio
6.03%
Previous 5.5%
Shares
8 transactions
Others Institutions Holding XCEM
# of Institutions
171Shares Held
27.8MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.84MShares$102 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC2.82MShares$101 Million0.01% of portfolio
-
Northwestern Mutual Wealth Management CO1.6MShares$57.6 Million0.04% of portfolio
-
Penserra Capital Management LLC Orinda, CA1.32MShares$47.3 Million0.63% of portfolio
-
Lpl Financial LLC Fort Mill, SC989KShares$35.5 Million0.01% of portfolio