O'Brien Wealth Partners LLC Columbia ETF Tr Ii Transaction History

O'Brien Wealth Partners LLC

  • $511 Million
  • Q1 2025

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 500,225 shares of XCEM stock, worth $15.2 Million. This represents 2.89% of its overall portfolio holdings.

Number of Shares
500,225
Previous 721,765 30.69%
Holding current value
$15.2 Million
Previous $21.4 Million 30.84%
% of portfolio
2.89%
Previous 4.05%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 28, 2025
SELL
$29.18 - $30.72 $6.46 Million - $6.81 Million
-221,540 Reduced 30.69%
500,225 $14.8 Million
Q4 2024

Jan 28, 2025
BUY
$29.6 - $32.67 $1.94 Million - $2.15 Million
65,692 Added 10.01%
721,765 $21.4 Million
Q3 2024

Oct 23, 2024
BUY
$30.17 - $33.79 $19.8 Million - $22.2 Million
656,073 New
656,073 $21.4 Million

Others Institutions Holding XCEM

# of Institutions
168
Shares Held
30.1M
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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