Wealth Care Investment Partners, LLC Columbia ETF Tr Ii Transaction History
Wealth Care Investment Partners, LLC
- $198 Million
- Q1 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 67,315 shares of XCEM stock, worth $2.16 Million. This represents 1.06% of its overall portfolio holdings.
Number of Shares
67,315
Previous 21,045
219.86%
Holding current value
$2.16 Million
Previous $637,000
228.57%
% of portfolio
1.06%
Previous 0.35%
Shares
2 transactions
Others Institutions Holding XCEM
# of Institutions
136Shares Held
24.1MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY4.12MShares$132 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC2.75MShares$88.3 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC808KShares$25.9 Million0.01% of portfolio
-
Bogart Wealth, LLC808KShares$25.9 Million1.28% of portfolio
-
Prism Advisors, Inc.751KShares$24.1 Million7.02% of portfolio