Wcg Wealth Advisors LLC Columbia ETF Tr Ii Transaction History
Wcg Wealth Advisors LLC
- $1.18 Billion
- Q1 2024
A detailed history of Wcg Wealth Advisors LLC transactions in Columbia ETF Tr Ii stock. As of the latest transaction made, Wcg Wealth Advisors LLC holds 51,545 shares of XCEM stock, worth $1.69 Million. This represents 0.14% of its overall portfolio holdings.
Number of Shares
51,545
Previous 50,345
2.38%
Holding current value
$1.69 Million
Previous $1.52 Million
5.18%
% of portfolio
0.14%
Previous 0.11%
Shares
4 transactions
Others Institutions Holding XCEM
# of Institutions
136Shares Held
24.1MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY4.12MShares$135 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC2.75MShares$90.2 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC808KShares$26.5 Million0.01% of portfolio
-
Bogart Wealth, LLC808KShares$26.5 Million1.28% of portfolio
-
Prism Advisors, Inc.751KShares$24.6 Million7.02% of portfolio