Sfg Wealth Management, Llc. Columbia ETF Tr Ii Transaction History
Sfg Wealth Management, Llc.
- $181 Million
- Q3 2024
Shares
3 transactions
Others Institutions Holding XCEM
# of Institutions
153Shares Held
30.1MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY4.16MShares$130 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC3.76MShares$117 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.42MShares$44.3 Million0.02% of portfolio
-
Marotta Asset Management868KShares$27.1 Million5.58% of portfolio
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Ma Private Wealth769KShares$24 Million4.71% of portfolio