Watershed Private Wealth LLC Columbia ETF Tr Ii Transaction History
Watershed Private Wealth LLC
- $251 Billion
- Q3 2024
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 173,702 shares of XCEM stock, worth $5.64 Million. This represents 2.26% of its overall portfolio holdings.
Number of Shares
173,702
Previous 125,386
38.53%
Holding current value
$5.64 Million
Previous $4 Billion
41.79%
% of portfolio
2.26%
Previous 1.7%
Shares
3 transactions
Others Institutions Holding XCEM
# of Institutions
144Shares Held
27.6MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY4.39MShares$142 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC3.52MShares$114 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.02MShares$33 Million0.02% of portfolio
-
Marotta Asset Management868KShares$28.2 Million5.58% of portfolio
-
Prism Advisors, Inc.762KShares$24.7 Million7.17% of portfolio