Prism Advisors, Inc. Columbia ETF Tr Ii Transaction History
Prism Advisors, Inc.
- $332 Million
- Q4 2024
A detailed history of Prism Advisors, Inc. transactions in Columbia ETF Tr Ii stock. As of the latest transaction made, Prism Advisors, Inc. holds 776,007 shares of XCEM stock, worth $23.7 Million. This represents 6.93% of its overall portfolio holdings.
Number of Shares
776,007
Previous 761,632
1.89%
Holding current value
$23.7 Million
Previous $24.9 Million
7.69%
% of portfolio
6.93%
Previous 7.17%
Shares
6 transactions
Others Institutions Holding XCEM
# of Institutions
154Shares Held
30.2MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY4.16MShares$127 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC3.76MShares$115 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.42MShares$43.3 Million0.02% of portfolio
-
Marotta Asset Management874KShares$26.7 Million5.41% of portfolio
-
Ma Private Wealth769KShares$23.5 Million4.71% of portfolio