Valeo Financial Advisors, LLC Columbia ETF Tr Ii Transaction History
Valeo Financial Advisors, LLC
- $3.81 Billion
- Q3 2024
A detailed history of Valeo Financial Advisors, LLC transactions in Columbia ETF Tr Ii stock. As of the latest transaction made, Valeo Financial Advisors, LLC holds 16,143 shares of XCEM stock, worth $482,191. This represents 0.01% of its overall portfolio holdings.
Number of Shares
16,143
Previous 18,767
13.98%
Holding current value
$482,191
Previous $599,000
12.02%
% of portfolio
0.01%
Previous 0.02%
Shares
11 transactions
Others Institutions Holding XCEM
# of Institutions
153Shares Held
30.1MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY4.16MShares$124 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC3.76MShares$112 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.42MShares$42.4 Million0.02% of portfolio
-
Marotta Asset Management868KShares$25.9 Million5.58% of portfolio
-
Ma Private Wealth769KShares$23 Million4.71% of portfolio