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Columbia Etf Tr I diversifid fxd shares owned by Gyl Financial Synergies

Quarter-by-quarter ownership of Columbia Etf Tr I diversifid fxd (DIAL) shares owned by Gyl Financial Synergies from 13F filings

Historical chart of Gyl Financial Synergies investment in Columbia Etf Tr I diversifid fxd

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All positions including Columbia Etf Tr I diversifid fxd held by Gyl Financial Synergies 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 Gyl Financial Synergies

Quarter filed Position value Share count Share price at filing
2024-09-30 $653k 35k 18.48
2024-06-30 $623k 35k 17.64
2024-03-31 $635k 36k 17.78
2023-12-31 $1.4M 79k 18.05
2023-09-30 $1.9M 112k 16.84
2023-06-30 $1.2M 70k 17.61
2023-03-31 $987k 55k 17.87
2022-12-31 $8.0M 465k 17.29
2022-09-30 $6.1M 363k 16.73
2022-06-30 $1.6M 89k 17.66
2022-03-31 $1.1M 57k 19.48

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Top funds holding Columbia Etf Tr I diversifid fxd

Ameriprise Financial
Wells Fargo & Company
LPL Financial
Morgan Stanley
UBS Group
Convergence Financial
Hobart Private Capital
Royal Bank of Canada
Millington Financial Advisors
First Foundation Advisors
Cetera Investment Advisers
Advisor Group Holdings
Acorn Wealth Advisors
BankPlus Wealth Management
Raymond James Financial

View all funds holding Columbia Etf Tr I diversifid fxd