Savvy Advisors, Inc. Columbia ETF Tr Ii Transaction History
Savvy Advisors, Inc.
- $1.46 Billion
- Q2 2025
A detailed history of Savvy Advisors, Inc. transactions in Columbia ETF Tr Ii stock. As of the latest transaction made, Savvy Advisors, Inc. holds 236,697 shares of XCEM stock, worth $8.12 Million. This represents 0.56% of its overall portfolio holdings.
Number of Shares
236,697
Previous 241,616
2.04%
Holding current value
$8.12 Million
Previous $7.14 Million
13.35%
% of portfolio
0.56%
Previous 0.73%
Shares
6 transactions
Others Institutions Holding XCEM
# of Institutions
172Shares Held
29MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY3.53MShares$121 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC2.77MShares$95.1 Million0.01% of portfolio
-
Penserra Capital Management LLC Orinda, CA1.32MShares$45.3 Million0.63% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.24MShares$42.6 Million0.01% of portfolio
-
Marotta Asset Management877KShares$30.1 Million6.03% of portfolio