Vertex Planning Partners, LLC Columbia ETF Tr Ii Transaction History

Vertex Planning Partners, LLC

$479 Billion
Q2 2025

A detailed history of Vertex Planning Partners, LLC transactions in Columbia ETF Tr Ii stock. As of the latest transaction made, Vertex Planning Partners, LLC holds 99,846 shares of XCEM stock, worth $3.74 Million. This represents 0.71% of its overall portfolio holdings.

Number of Shares

99,846

Previous 100,043 0.2%

Holding current value

$3.74 Million

Previous $2.95 Billion 15.5%

% of portfolio

0.71%

Previous 0.64%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	SELL	$26.68 - $34.18 $5,255 - $6,733	-197 Reduced 0.2%	99,846 $3.41 Billion
Q1 2025 May 14, 2025	SELL	$29.18 - $30.72 $1.68 Million - $1.77 Million	-57,693 Reduced 36.58%	100,043 $2.95 Billion
Q4 2024 Feb 12, 2025	BUY	$29.6 - $32.67 $89,184 - $98,434	3,013 Added 1.95%	157,736 $4.67 Billion
Q3 2024 Nov 07, 2024	BUY	$30.17 - $33.79 $689,384 - $772,101	22,850 Added 17.33%	154,723 $5.05 Billion
Q2 2024 Aug 13, 2024	BUY	$29.7 - $31.92 $52,479 - $56,402	1,767 Added 1.36%	131,873 $4.21 Billion
Q1 2024 May 13, 2024	BUY	$28.71 - $31.12 $607,733 - $658,748	21,168 Added 19.43%	130,106 $4.05 Billion
Q4 2023 Feb 14, 2024	BUY	$26.18 - $30.31 $2.85 Million - $3.3 Million	108,938 New	108,938 $3.3 Billion

Others Institutions Holding XCEM

# of Institutions

175

Shares Held

27.8M

Call Options Held

Put Options Held

View Full List

About COLUMBIA ETF TR II

Ticker XCEM
Sector ETFs
Industry ETFs

More about XCEM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Vertex Planning Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Vertex Planning Partners, LLC with notifications on news.

Account

Vertex Planning Partners, LLC Columbia ETF Tr Ii Transaction History