Prism Advisors, Inc. Columbia ETF Tr Ii Transaction History
Prism Advisors, Inc.
- $347 Million
- Q3 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 761,632 shares of XCEM stock, worth $22.7 Million. This represents 7.17% of its overall portfolio holdings.
Number of Shares
761,632
Previous 765,407
0.49%
Holding current value
$22.7 Million
Previous $24.4 Million
1.85%
% of portfolio
7.17%
Previous 7.45%
Shares
5 transactions
Others Institutions Holding XCEM
# of Institutions
153Shares Held
30.1MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY4.16MShares$124 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC3.76MShares$112 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.42MShares$42.4 Million0.02% of portfolio
-
Marotta Asset Management868KShares$25.9 Million5.58% of portfolio
-
Ma Private Wealth769KShares$23 Million4.71% of portfolio