Ridgeline Wealth Planning, LLC Columbia ETF Tr Ii Transaction History
Ridgeline Wealth Planning, LLC
- $104 Billion
- Q4 2024
A detailed history of Ridgeline Wealth Planning, LLC transactions in Columbia ETF Tr Ii stock. As of the latest transaction made, Ridgeline Wealth Planning, LLC holds 8,041 shares of XCEM stock, worth $242,677. This represents 0.23% of its overall portfolio holdings.
Number of Shares
8,041Holding current value
$242,677% of portfolio
0.23%Shares
1 transactions
Others Institutions Holding XCEM
# of Institutions
159Shares Held
30.3MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY4.16MShares$126 Million0.01% of portfolio
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Bank Of America Corp Charlotte, NC3.76MShares$113 Million0.01% of portfolio
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Lpl Financial LLC Fort Mill, SC1.42MShares$42.8 Million0.02% of portfolio
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Marotta Asset Management874KShares$26.4 Million5.41% of portfolio
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Prism Advisors, Inc.776KShares$23.4 Million6.93% of portfolio