Mc Kinley Carter Wealth Services, Inc. Columbia ETF Tr Ii Transaction History
Mc Kinley Carter Wealth Services, Inc.
- $1.47 Billion
- Q1 2024
A detailed history of Mc Kinley Carter Wealth Services, Inc. transactions in Columbia ETF Tr Ii stock. As of the latest transaction made, Mc Kinley Carter Wealth Services, Inc. holds 139,237 shares of XCEM stock, worth $4.58 Million. This represents 0.3% of its overall portfolio holdings.
Number of Shares
139,237
Previous 137,591
1.2%
Holding current value
$4.58 Million
Previous $4.16 Million
3.99%
% of portfolio
0.3%
Previous 0.31%
Shares
6 transactions
Others Institutions Holding XCEM
# of Institutions
136Shares Held
24.2MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY4.12MShares$135 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC2.75MShares$90.6 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC808KShares$26.6 Million0.01% of portfolio
-
Bogart Wealth, LLC808KShares$26.6 Million1.28% of portfolio
-
Prism Advisors, Inc.765KShares$25.2 Million7.45% of portfolio