United Advisor Group, LLC Columbia ETF Tr Ii Transaction History
United Advisor Group, LLC
- $422 Million
- Q3 2024
A detailed history of United Advisor Group, LLC transactions in Columbia ETF Tr Ii stock. As of the latest transaction made, United Advisor Group, LLC holds 30,129 shares of XCEM stock, worth $945,749. This represents 0.23% of its overall portfolio holdings.
Number of Shares
30,129
Previous 27,349
10.16%
Holding current value
$945,749
Previous $872,000
12.84%
% of portfolio
0.23%
Previous 0.29%
Shares
3 transactions
Others Institutions Holding XCEM
# of Institutions
151Shares Held
30MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY4.16MShares$131 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC3.76MShares$118 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.42MShares$44.5 Million0.02% of portfolio
-
Marotta Asset Management868KShares$27.2 Million5.58% of portfolio
-
Ma Private Wealth769KShares$24.2 Million4.71% of portfolio