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 $1.08 Million. This represents 0.64% of its overall portfolio holdings.
Number of Shares
33,174
Previous 37,148
10.7%
Holding current value
$1.08 Million
Previous $1.02 Million
1.38%
% of portfolio
0.64%
Previous 0.86%
Shares
6 transactions
Others Institutions Holding XCEM
# of Institutions
136Shares Held
24.1MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY4.12MShares$133 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC2.75MShares$89.3 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC808KShares$26.2 Million0.01% of portfolio
-
Bogart Wealth, LLC808KShares$26.2 Million1.28% of portfolio
-
Prism Advisors, Inc.751KShares$24.4 Million7.02% of portfolio