Nelson Capital Management, LLC Columbia ETF Tr Ii Transaction History
Nelson Capital Management, LLC
- $749 Million
- Q2 2025
A detailed history of Nelson Capital Management, LLC transactions in Columbia ETF Tr Ii stock. As of the latest transaction made, Nelson Capital Management, LLC holds 145,076 shares of XCEM stock, worth $5.02 Million. This represents 0.66% of its overall portfolio holdings.
Number of Shares
145,076Holding current value
$5.02 Million% of portfolio
0.66%Shares
1 transactions
Others Institutions Holding XCEM
# of Institutions
173Shares Held
28.6MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY3.53MShares$122 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC2.77MShares$95.8 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.24MShares$43 Million0.01% of portfolio
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Marotta Asset Management877KShares$30.3 Million6.03% of portfolio
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Raymond James Financial Inc St. Petersburg, FL872KShares$30.2 Million0.01% of portfolio