Number of Shares
450,695.00
Current Holdings Value*
$14.39 Mil
% of Portfolio
3.02%
Total Estimate Gain
$1.57 Mil
% of Total Estimate Gain
11.25%

JANICZEK WEALTH MANAGEMENT, LLC's Columbia EM Core ex-China ETF Holding Summary

As of 2024-06-30, JANICZEK WEALTH MANAGEMENT, LLC held 450,695.00 shares of Columbia EM Core ex-China ETF(XCEM), totaling $14.39 Mil. This investment constitutes 3.02% of their stock portfolio, and JANICZEK WEALTH MANAGEMENT, LLC now holds -% of the outstanding Columbia EM Core ex-China ETF(XCEM) stock.

The initial trade took place in 2024Q2. And since then JANICZEK WEALTH MANAGEMENT, LLC has made 1 purchases of XCEM, at an average price of $31.02, for a total of 450,695.00 shares. Based on historical transaction data and XCEM's current price of $34.51, JANICZEK WEALTH MANAGEMENT, LLC's estimated gain on his XCEM holdings is $1.57 Mil, reflecting a 11.25% gain to date.

JANICZEK WEALTH MANAGEMENT, LLC XCEM ($34.51) Holding Chart

JANICZEK WEALTH MANAGEMENT, LLC XCEM ($34.51) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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