O'Brien Wealth Partners LLC Columbia ETF Tr Ii Transaction History
O'Brien Wealth Partners LLC
- $484 Million
- Q3 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 656,073 shares of XCEM stock, worth $20.2 Million. This represents 4.43% of its overall portfolio holdings.
Number of Shares
656,073Holding current value
$20.2 Million% of portfolio
4.43%Shares
1 transactions
Others Institutions Holding XCEM
# of Institutions
150Shares Held
30MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY4.16MShares$129 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC3.76MShares$116 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.42MShares$43.8 Million0.02% of portfolio
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Marotta Asset Management868KShares$26.8 Million5.58% of portfolio
-
Ma Private Wealth769KShares$23.7 Million4.71% of portfolio