A detailed history of New England Capital Financial Advisors LLC transactions in Columbia ETF Tr Ii stock. As of the latest transaction made, New England Capital Financial Advisors LLC holds 89,313 shares of XCEM stock, worth $2.67 Million. This represents 1.51% of its overall portfolio holdings.

Number of Shares
89,313
Previous 82,928 7.7%
Holding current value
$2.67 Million
Previous $2.65 Billion 10.23%
% of portfolio
1.51%
Previous 1.48%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 29, 2024

BUY
$30.17 - $33.79 $192,635 - $215,749
6,385 Added 7.7%
89,313 $2.92 Billion
Q2 2024

Jul 29, 2024

SELL
$29.7 - $31.92 $11,761 - $12,640
-396 Reduced 0.48%
82,928 $2.65 Billion
Q1 2024

May 02, 2024

BUY
$28.71 - $31.12 $2.39 Million - $2.59 Million
83,324 New
83,324 $2.59 Billion

Others Institutions Holding XCEM

About COLUMBIA ETF TR II


  • Ticker XCEM
  • Sector ETFs
  • Industry ETFs
More about XCEM
Track This Portfolio

Track New England Capital Financial Advisors LLC Portfolio

Follow New England Capital Financial Advisors LLC 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 New England Capital Financial Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on New England Capital Financial Advisors LLC with notifications on news.