5T Wealth »

Columbia Etf Tr I diversifid fxd shares owned by 5T Wealth

Quarter-by-quarter ownership of Columbia Etf Tr I diversifid fxd (DIAL) shares owned by 5T Wealth from 13F filings

Historical chart of 5T Wealth investment in Columbia Etf Tr I diversifid fxd

Tip: Access up to 7 years of quarterly data

All positions including Columbia Etf Tr I diversifid fxd held by 5T Wealth consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Columbia Etf Tr I diversifid fxd by 5T Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $202k 11k 18.36
2025-03-31 $189k 11k 17.88

More positions owned by 5T Wealth

Ishares Tr Core Univrsl Usd (IUSB)
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)
Ishares Tr Msci Usa Qlt Fct (QUAL)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Ishares Tr Core S&p500 Etf (IVV)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 500 Val Etf (IVE)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Ishares Tr S&p 100 Etf (OEF)
Ishares Tr Eafe Value Etf (EFV)
Ishares Core Msci Emkt (IEMG)
Ishares Tr 10-20 Yr Trs Etf (TLH)
J P Morgan Exchange Traded F Us Momentum (JMOM)
Vanguard Whitehall Fds Intl High Etf (VYMI)

View all positions for 5T Wealth

Top funds holding Columbia Etf Tr I diversifid fxd

Ameriprise Financial
LPL Financial
Pine Valley Investments Ltd Liability
Goldman Sachs Group
Wells Fargo & Company
UBS Group
Hobart Private Capital
Convergence Financial
Private Advisor
New Insight Wealth Advisors
Millington Financial Advisors
BankPlus Wealth Management
First Foundation Advisors
Raymond James Financial
Acorn Wealth Advisors

View all funds holding Columbia Etf Tr I diversifid fxd