Mc Kinley Carter Wealth Services, Inc. Columbia ETF Tr Ii Transaction History

Mc Kinley Carter Wealth Services, Inc.

  • $1.6 Billion
  • Q4 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 151,197 shares of XCEM stock, worth $4.59 Million. This represents 0.28% of its overall portfolio holdings.

Number of Shares
151,197
Previous 132,808 13.85%
Holding current value
$4.59 Million
Previous $4.34 Million 3.16%
% of portfolio
0.28%
Previous 0.27%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025
BUY
$29.6 - $32.67 $544,314 - $600,768
18,389 Added 13.85%
151,197 $4.48 Million
Q3 2024

Oct 15, 2024
SELL
$30.17 - $33.79 $252,372 - $282,653
-8,365 Reduced 5.93%
132,808 $4.34 Million
Q2 2024

Aug 09, 2024
BUY
$29.7 - $31.92 $57,499 - $61,797
1,936 Added 1.39%
141,173 $4.51 Million
Q1 2024

Apr 26, 2024
BUY
$28.71 - $31.12 $47,256 - $51,223
1,646 Added 1.2%
139,237 $4.33 Million
Q4 2023

Feb 07, 2024
BUY
$26.18 - $30.31 $859,096 - $994,622
32,815 Added 31.32%
137,591 $4.16 Million
Q3 2023

Oct 13, 2023
BUY
$27.22 - $29.75 $10,751 - $11,751
395 Added 0.38%
104,776 $2.87 Million
Q2 2023

Aug 02, 2023
BUY
$26.54 - $29.34 $17,144 - $18,953
646 Added 0.62%
104,381 $2.99 Million
Q1 2023

Apr 24, 2023
BUY
$25.43 - $27.97 $78,604 - $86,455
3,091 Added 3.07%
103,735 $2.81 Million
Q4 2022

Feb 07, 2023
BUY
$23.38 - $27.54 $2.35 Million - $2.77 Million
100,644 New
100,644 $2.57 Million

Others Institutions Holding XCEM

# of Institutions
168
Shares Held
30.7M
Call Options Held
0
Put Options Held
0
View Full List

About COLUMBIA ETF TR II

XCEM Quotes by TradingView
  • Ticker XCEM
  • Sector ETFs
  • Industry ETFs
More about XCEM
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