Planning Alternatives LTD Columbia ETF Tr Ii Transaction History
Planning Alternatives LTD
- $618 Million
- Q2 2024
A detailed history of Planning Alternatives LTD transactions in Columbia ETF Tr Ii stock. As of the latest transaction made, Planning Alternatives LTD holds 271,452 shares of XCEM stock, worth $8.7 Million. This represents 1.4% of its overall portfolio holdings.
Number of Shares
271,452
Previous 267,058
1.65%
Holding current value
$8.7 Million
Previous $8.31 Million
4.32%
% of portfolio
1.4%
Previous 1.36%
Shares
7 transactions
Others Institutions Holding XCEM
# of Institutions
145Shares Held
27.4MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY4.39MShares$141 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC3.52MShares$113 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.02MShares$32.6 Million0.02% of portfolio
-
Marotta Asset Management784KShares$25.1 Million5.17% of portfolio
-
Prism Advisors, Inc.765KShares$24.5 Million7.45% of portfolio