Planning Alternatives LTD Columbia ETF Tr Ii Transaction History

Planning Alternatives LTD

$767 Million
Q3 2025

A detailed history of Planning Alternatives LTD transactions in Columbia ETF Tr Ii stock. As of the latest transaction made, Planning Alternatives LTD holds 329,456 shares of XCEM stock, worth $12.6 Million. This represents 1.56% of its overall portfolio holdings.

Number of Shares

329,456

Previous 324,394 1.56%

Holding current value

$12.6 Million

Previous $11.1 Million 7.96%

% of portfolio

1.56%

Previous 1.56%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	BUY	$33.85 - $36.86 $171,348 - $186,585	5,062 Added 1.56%	329,456 $12 Million
Q2 2025 Aug 12, 2025	SELL	$26.68 - $34.18 $47,357 - $60,669	-1,775 Reduced 0.54%	324,394 $11.1 Million
Q1 2025 May 09, 2025	BUY	$29.18 - $30.72 $1.15 Million - $1.21 Million	39,496 Added 13.78%	326,169 $9.64 Million
Q4 2024 Feb 06, 2025	BUY	$29.6 - $32.67 $372,279 - $410,890	12,577 Added 4.59%	286,673 $8.49 Million
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

# of Institutions

179

Shares Held

28.7M

Call Options Held

Put Options Held

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About COLUMBIA ETF TR II

Ticker XCEM
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Planning Alternatives LTD Columbia ETF Tr Ii Transaction History