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

Mc Kinley Carter Wealth Services, Inc.

$1.62 Billion
Q3 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 132,808 shares of XCEM stock, worth $4.13 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares

132,808

Previous 141,173 5.93%

Holding current value

$4.13 Million

Previous $4.51 Million 3.73%

% of portfolio

0.27%

Previous 0.29%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

151

Shares Held

30M

Call Options Held

Put Options Held

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About COLUMBIA ETF TR II

Ticker XCEM
Sector ETFs
Industry ETFs

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