Prism Advisors, Inc. Columbia ETF Tr Ii Transaction History

Prism Advisors, Inc.

$341 Million
Q2 2025

A detailed history of Prism Advisors, Inc. transactions in Columbia ETF Tr Ii stock. As of the latest transaction made, Prism Advisors, Inc. holds 553,088 shares of XCEM stock, worth $20.5 Million. This represents 5.55% of its overall portfolio holdings.

Number of Shares

553,088

Previous 793,639 30.31%

Holding current value

$20.5 Million

Previous $23.4 Million 19.37%

% of portfolio

5.55%

Previous 7.26%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 08, 2025	SELL	$26.68 - $34.18 $6.42 Million - $8.22 Million	-240,551 Reduced 30.31%	553,088 $18.9 Million
Q1 2025 May 01, 2025	BUY	$29.18 - $30.72 $514,501 - $541,655	17,632 Added 2.27%	793,639 $23.4 Million
Q4 2024 Jan 22, 2025	BUY	$29.6 - $32.67 $425,500 - $469,631	14,375 Added 1.89%	776,007 $23 Million
Q3 2024 Oct 15, 2024	SELL	$30.17 - $33.79 $113,891 - $127,557	-3,775 Reduced 0.49%	761,632 $24.9 Million
Q2 2024 Jul 10, 2024	BUY	$29.7 - $31.92 $422,363 - $453,934	14,221 Added 1.89%	765,407 $24.4 Million
Q1 2024 Apr 05, 2024	BUY	$28.71 - $31.12 $2.08 Million - $2.25 Million	72,344 Added 10.66%	751,186 $23.4 Million
Q4 2023 Feb 01, 2024	SELL	$26.18 - $30.31 $201,062 - $232,780	-7,680 Reduced 1.12%	678,842 $20.5 Million
Q3 2023 Nov 09, 2023	BUY	$27.22 - $29.75 $18.7 Million - $20.4 Million	686,522 New	686,522 $18.8 Million

Others Institutions Holding XCEM

# of Institutions

171

Shares Held

27.8M

Call Options Held

Put Options Held

View Full List

About COLUMBIA ETF TR II

Ticker XCEM
Sector ETFs
Industry ETFs

More about XCEM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Prism Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Prism Advisors, Inc. with notifications on news.

Account

Prism Advisors, Inc. Columbia ETF Tr Ii Transaction History