Wingate Wealth Advisors, Inc. Columbia ETF Tr Ii Transaction History

Wingate Wealth Advisors, Inc.

$102 Billion
Q4 2024

A detailed history of Wingate Wealth Advisors, Inc. transactions in Columbia ETF Tr Ii stock. As of the latest transaction made, Wingate Wealth Advisors, Inc. holds 950 shares of XCEM stock, worth $28,139. This represents 0.03% of its overall portfolio holdings.

Number of Shares

950

Holding current value

$28,139

% of portfolio

0.03%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 28, 2025	BUY	$29.6 - $32.67 $28,120 - $31,036	950 New	950 $28.1 Million

Others Institutions Holding XCEM

# of Institutions

169

Shares Held

30.3M

Call Options Held

Put Options Held

Bank Of America Corp Charlotte, NC

3.96M
Shares

$117 Million
0.01% of portfolio
Morgan Stanley New York, NY

3.75M
Shares

$111 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

1.49M
Shares

$44 Million
0.02% of portfolio
Marotta Asset Management

868K
Shares

$25.7 Million
5.5% of portfolio
Raymond James Financial Inc St. Petersburg, FL

788K
Shares

$23.3 Million
0.01% of portfolio

View Full List

About COLUMBIA ETF TR II

Ticker XCEM
Sector ETFs
Industry ETFs

More about XCEM

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Wingate Wealth Advisors, Inc. Columbia ETF Tr Ii Transaction History