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

Mc Kinley Carter Wealth Services, Inc.

  • $1.72 Billion
  • Q2 2025

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 233,358 shares of XCEM stock, worth $8.07 Million. This represents 0.46% of its overall portfolio holdings.

Number of Shares
233,358
Previous 109,784 112.56%
Holding current value
$8.07 Million
Previous $3.25 Million 145.34%
% of portfolio
0.46%
Previous 0.21%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 24, 2025
BUY
$26.68 - $34.18 $3.3 Million - $4.22 Million
123,574 Added 112.56%
233,358 $7.98 Million
Q1 2025

Apr 15, 2025
SELL
$29.18 - $30.72 $1.21 Million - $1.27 Million
-41,413 Reduced 27.39%
109,784 $3.25 Million
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
173
Shares Held
28.6M
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
Track This Portfolio

Track Mc Kinley Carter Wealth Services, Inc. Portfolio

Follow Mc Kinley Carter Wealth Services, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mc Kinley Carter Wealth Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Mc Kinley Carter Wealth Services, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email