Prism Advisors, Inc. Columbia ETF Tr Ii Transaction History
Prism Advisors, Inc.
- $333 Million
- Q1 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 751,186 shares of XCEM stock, worth $24.7 Million. This represents 7.02% of its overall portfolio holdings.
Number of Shares
751,186
Previous 678,842
10.66%
Holding current value
$24.7 Million
Previous $20.5 Million
13.69%
% of portfolio
7.02%
Previous 6.65%
Shares
3 transactions
Others Institutions Holding XCEM
# of Institutions
136Shares Held
24.2MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY4.12MShares$135 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC2.75MShares$90.6 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC808KShares$26.6 Million0.01% of portfolio
-
Bogart Wealth, LLC808KShares$26.6 Million1.28% of portfolio
-
Richard P Slaughter Associates Inc627KShares$20.6 Million5.34% of portfolio