Vertex Planning Partners, LLC Columbia ETF Tr Ii Transaction History
Vertex Planning Partners, LLC
- $418 Billion
- Q3 2024
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 154,723 shares of XCEM stock, worth $4.62 Million. This represents 1.21% of its overall portfolio holdings.
Number of Shares
154,723
Previous 131,873
17.33%
Holding current value
$4.62 Million
Previous $4.21 Billion
20.08%
% of portfolio
1.21%
Previous 1.09%
Shares
4 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