Planning Alternatives LTD Columbia ETF Tr Ii Transaction History

Planning Alternatives LTD

  • $648 Million
  • Q1 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 326,169 shares of XCEM stock, worth $11.3 Million. This represents 1.49% of its overall portfolio holdings.

Number of Shares
326,169
Previous 286,673 13.78%
Holding current value
$11.3 Million
Previous $8.49 Million 13.55%
% of portfolio
1.49%
Previous 1.31%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
173
Shares Held
28.6M
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 Planning Alternatives LTD Portfolio

Follow Planning Alternatives LTD 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 Planning Alternatives LTD , based on Form 13F filings with the SEC.

News

Stay updated on Planning Alternatives LTD with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email