Prism Advisors, Inc. Columbia ETF Tr Ii Transaction History
Prism Advisors, Inc.
- $323 Million
- Q1 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 793,639 shares of XCEM stock, worth $25.4 Million. This represents 7.26% of its overall portfolio holdings.
Number of Shares
793,639
Previous 776,007
2.27%
Holding current value
$25.4 Million
Previous $23 Million
2.07%
% of portfolio
7.26%
Previous 6.93%
Shares
7 transactions
Others Institutions Holding XCEM
# of Institutions
171Shares Held
29.2MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY3.53MShares$113 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC2.77MShares$88.9 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.24MShares$39.9 Million0.01% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL872KShares$28 Million0.01% of portfolio
-
Marotta Asset Management868KShares$27.8 Million5.5% of portfolio