Sheets Smith Wealth Management Columbia ETF Tr Ii Transaction History
Sheets Smith Wealth Management
- $856 Million
- Q3 2025
Shares
2 transactions
Others Institutions Holding XCEM
# of Institutions
174Shares Held
27.9MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.84MShares$109 Million0.01% of portfolio
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Bank Of America Corp Charlotte, NC2.82MShares$108 Million0.01% of portfolio
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Northwestern Mutual Wealth Management CO1.6MShares$61.4 Million0.04% of portfolio
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Penserra Capital Management LLC Orinda, CA1.42MShares$54.3 Million0.67% of portfolio
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Lpl Financial LLC Fort Mill, SC989KShares$37.8 Million0.01% of portfolio