Strategic Wealth Partners, Ltd. Columbia ETF Tr Ii Columbia In Transaction History

Strategic Wealth Partners, Ltd.

$947 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2019 Oct 28, 2019	SELL	$37.63 - $42.37 $18,626 - $20,973	-495 Closed	0 $0
Q2 2019 Aug 06, 2019	BUY	N/A	495 New	495 $20,000

Others Institutions Holding INCO

# of Institutions

73

Shares Held

2.26M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

545K
Shares

$36.1 Million
0.0% of portfolio
Osborne Partners Capital Management, LLC

229K
Shares

$15.2 Million
1.01% of portfolio
Beacon Harbor Wealth Advisors, Inc.

162K
Shares

$10.7 Million
2.96% of portfolio
Lpl Financial LLC Fort Mill, SC

143K
Shares

$9.51 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

138K
Shares

$9.17 Million
0.0% of portfolio

About COLUMBIA ETF TR II COLUMBIA IN

Ticker INCO
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