Petra Financial Advisors Inc Columbia ETF Tr Ii Transaction History

Petra Financial Advisors Inc

$158 Billion
Q2 2025

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 10, 2025	SELL	$29.6 - $32.67 $163,836 - $180,828	-5,535 Reduced 3.26%	164,278 $4.86 Billion
Q3 2024 Oct 28, 2024	BUY	$30.17 - $33.79 $88,880 - $99,545	2,946 Added 1.77%	169,813 $5.55 Billion
Q2 2024 Jul 18, 2024	BUY	$29.7 - $31.92 $182,714 - $196,371	6,152 Added 3.83%	166,867 $5.33 Billion
Q1 2024 Apr 23, 2024	BUY	$28.71 - $31.12 $45,993 - $49,854	1,602 Added 1.01%	160,715 $5 Billion
Q4 2023 Jan 29, 2024	SELL	$26.18 - $30.31 $25,865 - $29,946	-988 Reduced 0.62%	159,113 $4.82 Billion
Q3 2023 Nov 01, 2023	BUY	$27.22 - $29.75 $114,351 - $124,979	4,201 Added 2.69%	160,101 $4.39 Billion
Q2 2023 Jul 26, 2023	BUY	$26.54 - $29.34 $130,284 - $144,030	4,909 Added 3.25%	155,900 $4.46 Billion
Q1 2023 Apr 20, 2023	SELL	$25.43 - $27.97 $3,433 - $3,775	-135 Reduced 0.09%	150,991 $4.08 Billion
Q4 2022 Apr 10, 2023	BUY	$23.38 - $27.54 $3.53 Million - $4.16 Million	151,126 New	151,126 $3.86 Billion

Others Institutions Holding XCEM

# of Institutions

174

Shares Held

27.8M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

2.84M
Shares

$106 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

2.82M
Shares

$106 Million
0.01% of portfolio
Northwestern Mutual Wealth Management CO

1.6M
Shares

$60.1 Million
0.04% of portfolio
Penserra Capital Management LLC Orinda, CA

1.32M
Shares

$49.4 Million
0.63% of portfolio
Lpl Financial LLC Fort Mill, SC

989K
Shares

$37.1 Million
0.01% of portfolio

About COLUMBIA ETF TR II

Ticker XCEM
Sector ETFs
Industry ETFs

More about XCEM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Petra Financial Advisors Inc, based on Form 13F filings with the SEC.

News

Stay updated on Petra Financial Advisors Inc with notifications on news.