Wealth Care Investment Partners, LLC Columbia ETF Tr Ii Transaction History

Wealth Care Investment Partners, LLC

  • $218 Million
  • Q4 2024

A detailed history of Wealth Care Investment Partners, LLC transactions in Columbia ETF Tr Ii stock. As of the latest transaction made, Wealth Care Investment Partners, LLC holds 109,765 shares of XCEM stock, worth $3.33 Million. This represents 1.49% of its overall portfolio holdings.

Number of Shares
109,765
Previous 115,988 5.37%
Holding current value
$3.33 Million
Previous $3.79 Million 14.25%
% of portfolio
1.49%
Previous 1.72%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 03, 2025
SELL
$29.6 - $32.67 $184,200 - $203,305
-6,223 Reduced 5.37%
109,765 $3.25 Million
Q3 2024

Oct 08, 2024
BUY
$30.17 - $33.79 $692,763 - $775,885
22,962 Added 24.68%
115,988 $3.79 Million
Q2 2024

Jul 18, 2024
BUY
$29.7 - $31.92 $763,616 - $820,695
25,711 Added 38.2%
93,026 $2.97 Million
Q1 2024

Apr 15, 2024
BUY
$28.71 - $31.12 $1.33 Million - $1.44 Million
46,270 Added 219.86%
67,315 $2.09 Million
Q4 2023

Jan 18, 2024
BUY
$26.18 - $30.31 $550,958 - $637,873
21,045 New
21,045 $637,000

Others Institutions Holding XCEM

# of Institutions
168
Shares Held
30.7M
Call Options Held
0
Put Options Held
0
View Full List

About COLUMBIA ETF TR II

XCEM Quotes by TradingView
  • Ticker XCEM
  • Sector ETFs
  • Industry ETFs
More about XCEM
Track This Portfolio

Track Wealth Care Investment Partners, LLC Portfolio

Follow Wealth Care Investment Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Care Investment Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Care Investment Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email