Watershed Private Wealth LLC Columbia ETF Tr Ii Transaction History
Watershed Private Wealth LLC
- $256 Billion
- Q4 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 205,344 shares of XCEM stock, worth $6.27 Million. This represents 2.37% of its overall portfolio holdings.
Number of Shares
205,344
Previous 173,702
18.22%
Holding current value
$6.27 Million
Previous $5.67 Billion
7.11%
% of portfolio
2.37%
Previous 2.26%
Shares
4 transactions
Others Institutions Holding XCEM
# of Institutions
154Shares Held
30.2MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY4.16MShares$127 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC3.76MShares$115 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.42MShares$43.3 Million0.02% of portfolio
-
Marotta Asset Management874KShares$26.7 Million5.41% of portfolio
-
Prism Advisors, Inc.776KShares$23.7 Million6.93% of portfolio