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Columbia Etf Tr Ii Em Core Ex etf shares owned by Keudell/Morrison Wealth Management

Quarter-by-quarter ownership of Columbia Etf Tr Ii Em Core Ex etf (XCEM) shares owned by Keudell/Morrison Wealth Management from 13F filings

Historical chart of Keudell/Morrison Wealth Management investment in Columbia Etf Tr Ii Em Core Ex etf

Tip: Access up to 7 years of quarterly data

All positions including Columbia Etf Tr Ii Em Core Ex etf held by Keudell/Morrison Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Columbia Etf Tr Ii Em Core Ex etf by Keudell/Morrison Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.6M 51k 30.27
2023-09-30 $1.5M 54k 27.42
2023-06-30 $278k 9.7k 28.60

More positions owned by Keudell/Morrison Wealth Management

Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Whitehall Fds High Div Yld (VYM)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Apple (AAPL)
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Managed Portfolio Series Tortoise Nram Pi (TPYP)
World Gold Tr Spdr Gld Minis (GLDM)
Microsoft Corporation (MSFT)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Alphabet Cap Stk Cl C (GOOG)
Amazon (AMZN)
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)
J P Morgan Exchange Traded F Municipal Etf (JMUB)
Vanguard World Fds Energy Etf (VDE)

View all positions for Keudell/Morrison Wealth Management

Top funds holding Columbia Etf Tr Ii Em Core Ex etf

Bank of America Corporation
Bogart Wealth
Personal Resources Investment & Strategic Management
Richard P Slaughter Associates
Raymond James Financial Services Advisors
ALPS Advisors
Commonwealth Equity Services
Partners Capital Investment Group
MA Private Wealth
Marotta Asset Management
UBS Group
Eastern Bank
Central Trust & Investment
Planning Alternatives
Jpmorgan Chase & Co

View all funds holding Columbia Etf Tr Ii Em Core Ex etf