Sfg Wealth Management, Llc. Columbia ETF Tr Ii Transaction History
Sfg Wealth Management, Llc.
- $163 Million
- Q1 2024
A detailed history of Sfg Wealth Management, Llc. transactions in Columbia ETF Tr Ii stock. As of the latest transaction made, Sfg Wealth Management, Llc. holds 7,677 shares of XCEM stock, worth $248,888. This represents 0.15% of its overall portfolio holdings.
Number of Shares
7,677
Previous 7,692
0.2%
Holding current value
$248,888
Previous $232,000
2.59%
% of portfolio
0.15%
Previous 0.16%
Shares
3 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