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Columbia Etf Tr I diversifid fxd shares owned by Collaborative Wealth Managment

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

Historical chart of Collaborative Wealth Managment 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 Collaborative Wealth Managment consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Columbia Etf Tr I diversifid fxd by Collaborative Wealth Managment

Quarter filed Position value Share count Share price at filing
2023-12-31 $916k 51k 18.05
2023-09-30 $815k 48k 16.83
2023-06-30 $926k 53k 17.61
2023-03-31 $1.0M 56k 17.87
2022-12-31 $979k 57k 17.29
2022-09-30 $979k 59k 16.73
2022-06-30 $1.1M 62k 17.66
2021-12-31 $1.4M 68k 21.31
2021-03-31 $1.2M 64k 19.49

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View all positions for Collaborative Wealth Managment

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