Watershed Private Wealth LLC Columbia ETF Tr Ii Transaction History
Watershed Private Wealth LLC
- $250 Billion
- Q1 2025
A detailed history of Watershed Private Wealth LLC transactions in Columbia ETF Tr Ii stock. As of the latest transaction made, Watershed Private Wealth LLC holds 157,360 shares of XCEM stock, worth $5 Million. This represents 1.86% of its overall portfolio holdings.
Number of Shares
157,360
Previous 205,344
23.37%
Holding current value
$5 Million
Previous $6.08 Billion
23.54%
% of portfolio
1.86%
Previous 2.37%
Shares
5 transactions
Others Institutions Holding XCEM
# of Institutions
171Shares Held
29.2MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY3.53MShares$112 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC2.77MShares$88.2 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.24MShares$39.5 Million0.01% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL872KShares$27.7 Million0.01% of portfolio
-
Marotta Asset Management868KShares$27.6 Million5.5% of portfolio