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 $4.31 Million. This represents 0.27% of its overall portfolio holdings.
Number of Shares
132,808
Previous 141,173
5.93%
Holding current value
$4.31 Million
Previous $4.51 Million
3.73%
% of portfolio
0.27%
Previous 0.29%
Shares
8 transactions
Others Institutions Holding XCEM
# of Institutions
144Shares Held
27.6MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY4.39MShares$142 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC3.52MShares$114 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.02MShares$33 Million0.02% of portfolio
-
Marotta Asset Management868KShares$28.2 Million5.58% of portfolio
-
Prism Advisors, Inc.762KShares$24.7 Million7.17% of portfolio