Mission Wealth Management, LP Columbia ETF Tr Ii Transaction History

Mission Wealth Management, LP

  • $4.6 Billion
  • Q2 2025

A detailed history of Mission Wealth Management, LP transactions in Columbia ETF Tr Ii stock. As of the latest transaction made, Mission Wealth Management, LP holds 7,431 shares of XCEM stock, worth $266,624. This represents 0.01% of its overall portfolio holdings.

Number of Shares
7,431
Previous 7,747 4.08%
Holding current value
$266,624
Previous $228,000 10.96%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Aug 05, 2025
SELL
$26.68 - $34.18 $8,430 - $10,800
-316 Reduced 4.08%
7,431 $253,000
Q1 2025

Apr 17, 2025
BUY
$29.18 - $30.72 $16,136 - $16,988
553 Added 7.69%
7,747 $228,000
Q4 2024

Feb 06, 2025
SELL
$29.6 - $32.67 $6,985 - $7,710
-236 Reduced 3.18%
7,194 $212,000
Q3 2024

Oct 31, 2024
SELL
$30.17 - $33.79 $13,546 - $15,171
-449 Reduced 5.7%
7,430 $242,000
Q2 2024

Aug 02, 2024
BUY
$29.7 - $31.92 $4,841 - $5,202
163 Added 2.11%
7,879 $251,000
Q1 2024

Apr 30, 2024
BUY
$28.71 - $31.12 $221,526 - $240,121
7,716 New
7,716 $239,000

Others Institutions Holding XCEM

# of Institutions
171
Shares Held
27.8M
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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