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

O'Brien Wealth Partners LLC

  • $607 Million
  • Q2 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 747,975 shares of XCEM stock, worth $26.8 Million. This represents 4.21% of its overall portfolio holdings.

Number of Shares
747,975
Previous 500,225 49.53%
Holding current value
$26.8 Million
Previous $14.8 Million 73.02%
% of portfolio
4.21%
Previous 2.89%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 09, 2025
BUY
$26.68 - $34.18 $6.61 Million - $8.47 Million
247,750 Added 49.53%
747,975 $25.6 Million
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
171
Shares Held
27.8M
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
Track This Portfolio

Track O'Brien Wealth Partners LLC Portfolio

Follow O'Brien Wealth Partners 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 O'Brien Wealth Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on O'Brien Wealth Partners LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email