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Columbia Etf Tr I diversifid fxd shares owned by Concurrent Investment Advisors

Quarter-by-quarter ownership of Columbia Etf Tr I diversifid fxd (DIAL) shares owned by Concurrent Investment Advisors from 13F filings

Historical chart of Concurrent Investment Advisors 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 Concurrent Investment Advisors 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 Concurrent Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $253k 14k 18.36
2025-09-30 $270k 15k 18.45
2025-06-30 $277k 15k 18.21
2025-03-31 $292k 16k 17.88
2024-12-31 $293k 17k 17.53
2024-09-30 $309k 17k 18.48
2024-06-30 $295k 17k 17.64

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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
Convergence Financial
Hobart Private Capital
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