O'Brien Wealth Partners LLC Columbia ETF Tr Ii Transaction History
O'Brien Wealth Partners LLC
- $527 Million
- Q4 2024
A detailed history of O'Brien Wealth Partners LLC transactions in Columbia ETF Tr Ii stock. As of the latest transaction made, O'Brien Wealth Partners LLC holds 721,765 shares of XCEM stock, worth $21.1 Million. This represents 4.05% of its overall portfolio holdings.
Number of Shares
721,765
Previous 656,073
10.01%
Holding current value
$21.1 Million
Previous $21.4 Million
0.32%
% of portfolio
4.05%
Previous 4.43%
Shares
2 transactions
Others Institutions Holding XCEM
# of Institutions
168Shares Held
30.7MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC3.96MShares$116 Million0.01% of portfolio
-
Morgan Stanley New York, NY3.75MShares$110 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.49MShares$43.5 Million0.02% of portfolio
-
Marotta Asset Management874KShares$25.6 Million5.41% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL788KShares$23.1 Million0.01% of portfolio