Savvy Advisors, Inc. Columbia ETF Tr Ii Transaction History

Savvy Advisors, Inc.

$173 Billion
Q1 2024

A detailed history of Savvy Advisors, Inc. transactions in Columbia ETF Tr Ii stock. As of the latest transaction made, Savvy Advisors, Inc. holds 14,827 shares of XCEM stock, worth $475,353. This represents 0.27% of its overall portfolio holdings.

Number of Shares

14,827

Holding current value

$475,353

% of portfolio

0.27%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 13, 2024	BUY	$28.71 - $31.12 $425,683 - $461,416	14,827 New	14,827 $461 Million

Others Institutions Holding XCEM

# of Institutions

136

Shares Held

24.1M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

4.12M
Shares

$132 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

2.75M
Shares

$88.3 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

808K
Shares

$25.9 Million
0.01% of portfolio
Bogart Wealth, LLC

808K
Shares

$25.9 Million
1.28% of portfolio
Prism Advisors, Inc.

751K
Shares

$24.1 Million
7.02% of portfolio

View Full List

About COLUMBIA ETF TR II

Ticker XCEM
Sector ETFs
Industry ETFs

More about XCEM

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