Principia Wealth Advisory, LLC Columbia ETF Tr Ii Transaction History

Principia Wealth Advisory, LLC

  • $104 Billion
  • Q1 2025

A detailed history of Principia Wealth Advisory, LLC transactions in Columbia ETF Tr Ii stock. As of the latest transaction made, Principia Wealth Advisory, LLC holds 84 shares of XCEM stock, worth $2,546. This represents 0.0% of its overall portfolio holdings.

Number of Shares
84
Previous 176 52.27%
Holding current value
$2,546
Previous $5.21 Million 53.9%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 11, 2025
SELL
$29.18 - $30.72 $2,684 - $2,826
-92 Reduced 52.27%
84 $2.4 Million
Q4 2024

Apr 11, 2025
BUY
$29.6 - $32.67 $5,209 - $5,749
176 New
176 $5.21 Million

Others Institutions Holding XCEM

# of Institutions
168
Shares Held
30.1M
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 Principia Wealth Advisory, LLC Portfolio

Follow Principia Wealth Advisory, LLC 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 Principia Wealth Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Principia Wealth Advisory, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email