Marotta Asset Management Columbia ETF Tr Ii Transaction History
Marotta Asset Management
- $468 Million
- Q1 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 868,104 shares of XCEM stock, worth $25.2 Million. This represents 5.5% of its overall portfolio holdings.
Number of Shares
868,104
Previous 874,044
0.68%
Holding current value
$25.2 Million
Previous $25.9 Million
0.61%
% of portfolio
5.5%
Previous 5.41%
Shares
7 transactions
Others Institutions Holding XCEM
# of Institutions
169Shares Held
30MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC3.96MShares$115 Million0.01% of portfolio
-
Morgan Stanley New York, NY3.75MShares$109 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.49MShares$43.1 Million0.02% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL788KShares$22.9 Million0.01% of portfolio
-
Prism Advisors, Inc.776KShares$22.5 Million6.93% of portfolio