Atria Wealth Solutions »

Columbia Etf Tr I diversifid fxd shares owned by Atria Wealth Solutions

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

Historical chart of Atria Wealth Solutions 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 Atria Wealth Solutions 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 Atria Wealth Solutions

Quarter filed Position value Share count Share price at filing
2023-12-31 $592k 33k 18.05
2023-09-30 $569k 34k 16.84
2023-06-30 $529k 30k 17.61
2023-03-31 $537k 30k 17.87
2022-12-31 $530k 31k 17.29
2022-09-30 $530k 32k 16.74
2022-06-30 $410k 23k 17.66
2022-03-31 $731k 38k 19.48

More positions owned by Atria Wealth Solutions

Apple Put Option (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
NVIDIA Corporation (NVDA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Amazon (AMZN)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Specialized Funds Div App Etf (VIG)

View all positions for Atria Wealth Solutions

Top funds holding Columbia Etf Tr I diversifid fxd

Bank of America Corporation
Wells Fargo & Company
Pine Valley Investments Ltd Liability
Jane Street
Prentice Wealth Management
HBK Sorce Advisory
First Foundation Advisors
UBS Group
Royal Bank of Canada
Advisor Group Holdings
Gyl Financial Synergies
Strategic Family Wealth Counselors
H D Vest Advisory Services
Commonwealth Equity Services
Private Advisor

View all funds holding Columbia Etf Tr I diversifid fxd