Who owns Columbia Etf Tr I diversifid fxd?
- Ticker: DIAL
- CUSIP Number: 19761l508
Tip: Access positions for across all investors
Analyze quarterly positions in Columbia Etf Tr I diversifid fxd with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold Columbia Etf Tr I diversifid fxd this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
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Bank of America Corporation | 834k | $15M | 43% | Dec 2023 |
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Wells Fargo & Company | 738k | $13M | -2% | Dec 2023 |
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Pine Valley Investments Ltd Liability | 589k | $11M | 16% | Dec 2023 |
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Jane Street | 516k | $9.3M | 8% | Dec 2023 |
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Prentice Wealth Management | 442k | $7.9M | 4% | Mar 2024 |
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HBK Sorce Advisory | 178k | $3.2M | -6% | Dec 2023 |
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First Foundation Advisors | 107k | $1.9M | -10% | Dec 2023 |
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UBS Group | 103k | $1.9M | 73% | Dec 2023 |
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Royal Bank of Canada | 100k | $1.8M | -26% | Dec 2023 |
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Advisor Group Holdings | 90k | $1.6M | -50% | Dec 2023 |
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Gyl Financial Synergies | 79k | $1.4M | -29% | Dec 2023 |
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Strategic Family Wealth Counselors | 73k | $1.3M | 314% | Dec 2023 |
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H D Vest Advisory Services | 71k | $1.3M | 100% | Dec 2023 |
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Raymond James & Associates | 70k | $1.3M | 32% | Dec 2023 |
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Commonwealth Equity Services | 68k | $1.2M | -59% | Dec 2023 |
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Private Advisor | 67k | $1.2M | 8% | Dec 2023 |
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Collaborative Wealth Managment | 51k | $916k | 5% | Dec 2023 |
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Millington Financial Advisors | 46k | $826k | -6% | Dec 2023 |
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Raymond James Financial Services Advisors | 46k | $824k | -28% | Dec 2023 |
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Colony | 44k | $791k | 100% | Dec 2023 |
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Acorn Wealth Advisors | 39k | $700k | 100% | Dec 2023 |
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Atria Wealth Solutions | 33k | $592k | -3% | Dec 2023 |
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Kestra Advisory Services | 23k | $414k | 30% | Dec 2023 |
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Citadel Advisors | 21k | $370k | -78% | Dec 2023 |
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Cambridge Investment Research Advisors | 19k | $339k | -6% | Dec 2023 |
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Imprint Wealth | 19k | $335k | 3% | Dec 2023 |
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Financial Insights | 16k | $292k | -12% | Dec 2023 |
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Kaydan Wealth Management | 16k | $283k | 100% | Mar 2024 |
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Janney Montgomery Scott | 16k | $281k | -5% | Dec 2023 |
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Walkner Condon Financial Advisors | 15k | $272k | 11% | Dec 2023 |
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Ameritas Advisory Services | 15k | $264k | -91% | Dec 2023 |
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Stifel Financial | 13k | $237k | 100% | Dec 2023 |
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Global Retirement Partners | 13k | $233k | -7% | Dec 2023 |
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Prime Capital Investment Advisors | 12k | $217k | 0% | Dec 2023 |
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Feltz Wealth PLAN | 12k | $207k | 1% | Dec 2023 |
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Private Capital Management | 11k | $203k | -3% | Dec 2023 |
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Advisory Services Network | 9.5k | $171k | 100% | Dec 2023 |
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DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 6.4k | $115k | 169% | Dec 2023 |
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Proequities | 5.3k | $96M | 0% | Dec 2023 |
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Harbour Investments | 3.3k | $60k | 0% | Dec 2023 |
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Steward Partners Investment Advisory | 2.3k | $42k | 0% | Dec 2023 |
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Glass Jacobson Investment Advisors | 1.9k | $35k | -59% | Dec 2023 |
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CWM | 961.00 | $17k | -94% | Mar 2024 |
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Principal Securities | 778.00 | $14k | 100% | Dec 2023 |
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Parallel Advisors | 600.00 | $11k | -90% | Dec 2023 |
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Hanson McClain Advisors | 331.00 | $6.0k | 0% | Dec 2023 |
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Householder Group Estate & Retirement Specialist | 250.00 | $4.0k | 0% | Dec 2023 |
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PSI Advisors | 42.00 | $757.999200 | 0% | Dec 2023 |
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Jpmorgan Chase & Co | 9.00 | $162.000000 | -88% | Dec 2023 |
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Citigroup | 2.00 | $36.000000 | 100% | Dec 2023 |
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Who sold out of Columbia Etf Tr I diversifid fxd?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Orion Portfolio Solutions | Sep 2023 | 52k | $881k |
Gallacher Capital Management | Sep 2023 | 16k | $270k |
Fragasso | Dec 2023 | 15k | $277k |
Palo Alto Wealth Advisors | Sep 2023 | 11k | $192k |
Bogart Wealth | Sep 2023 | 13.00 | $219.000600 |