Resource Planning Group Columbia ETF Tr Ii Transaction History
Resource Planning Group
- $158 Million
- Q4 2023
A detailed history of Resource Planning Group transactions in Columbia ETF Tr Ii stock. As of the latest transaction made, Resource Planning Group holds 33,174 shares of XCEM stock, worth $1.24 Million. This represents 0.64% of its overall portfolio holdings.
Number of Shares
33,174
              Previous 37,148
              
        
           10.7%
        
      
          
        Holding current value
$1.24 Million
            Previous $1.02 Million
            
        
           1.38%
        
      
          
        % of portfolio
0.64%
            Previous 0.86%
          
        Shares
	  6 transactions
	
  Others Institutions Holding XCEM
# of Institutions
175Shares Held
27.8MCall Options Held
0Put Options Held
0- 
    
      Morgan Stanley New York, NY2.84MShares$106 Million0.01% of portfolio
- 
    
      Bank Of America Corp Charlotte, NC2.82MShares$106 Million0.01% of portfolio
- 
    
      Northwestern Mutual Wealth Management CO1.6MShares$60.1 Million0.04% of portfolio
- 
    
      Penserra Capital Management LLC Orinda, CA1.32MShares$49.4 Million0.63% of portfolio
- 
    
      Lpl Financial LLC Fort Mill, SC989KShares$37.1 Million0.01% of portfolio