A detailed history of Planning Alternatives LTD transactions in Columbia ETF Tr Ii stock. As of the latest transaction made, Planning Alternatives LTD holds 274,096 shares of XCEM stock, worth $8.19 Million. This represents 1.37% of its overall portfolio holdings.

Number of Shares
274,096
Previous 271,452 0.97%
Holding current value
$8.19 Million
Previous $8.66 Million 3.35%
% of portfolio
1.37%
Previous 1.4%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

BUY
$30.17 - $33.79 $79,769 - $89,340
2,644 Added 0.97%
274,096 $8.95 Million
Q2 2024

Jul 25, 2024

BUY
$29.7 - $31.92 $130,501 - $140,256
4,394 Added 1.65%
271,452 $8.66 Million
Q1 2024

Apr 17, 2024

BUY
$28.71 - $31.12 $9,014 - $9,771
314 Added 0.12%
267,058 $8.31 Million
Q4 2023

Jan 23, 2024

BUY
$26.18 - $30.31 $120,244 - $139,213
4,593 Added 1.75%
266,744 $8.07 Million
Q3 2023

Oct 17, 2023

SELL
$27.22 - $29.75 $17,693 - $19,337
-650 Reduced 0.25%
262,151 $7.19 Million
Q2 2023

Jul 18, 2023

BUY
$26.54 - $29.34 $203,880 - $225,389
7,682 Added 3.01%
262,801 $7.52 Million
Q1 2023

May 04, 2023

BUY
$25.43 - $27.97 $1.85 Million - $2.03 Million
72,604 Added 39.78%
255,119 $6.9 Million
Q4 2022

Jan 19, 2023

BUY
$23.38 - $27.54 $4.27 Million - $5.03 Million
182,515 New
182,515 $0

Others Institutions Holding XCEM

About COLUMBIA ETF TR II


  • Ticker XCEM
  • Sector ETFs
  • Industry ETFs
More about XCEM
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