Savvy Advisors, Inc. Columbia ETF Tr Ii Transaction History
Savvy Advisors, Inc.
- $492 Billion
- Q3 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 93,796 shares of XCEM stock, worth $2.91 Million. This represents 0.62% of its overall portfolio holdings.
Number of Shares
93,796
Previous 26,398
255.31%
Holding current value
$2.91 Million
Previous $843 Million
263.66%
% of portfolio
0.62%
Previous 0.27%
Shares
3 transactions
Others Institutions Holding XCEM
# of Institutions
151Shares Held
30MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY4.16MShares$129 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC3.76MShares$117 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.42MShares$44 Million0.02% of portfolio
-
Marotta Asset Management868KShares$27 Million5.58% of portfolio
-
Ma Private Wealth769KShares$23.9 Million4.71% of portfolio