H D Vest Advisory Services »

Columbia Etf Tr I diversifid fxd shares owned by H D Vest Advisory Services

Quarter-by-quarter ownership of Columbia Etf Tr I diversifid fxd (DIAL) shares owned by H D Vest Advisory Services from 13F filings

Historical chart of H D Vest Advisory Services 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 H D Vest Advisory Services 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 H D Vest Advisory Services

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.3M 71k 18.05
2023-03-31 $365k 20k 17.87
2022-12-31 $1.3M 78k 17.29
2022-09-30 $3.0M 177k 16.73
2022-06-30 $3.7M 211k 17.66

More positions owned by H D Vest Advisory Services

Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Russell 2000 Etf (IWM)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Lattice Strategies Tr Hartford Mlt Etf (RODM)
Microsoft Corporation (MSFT)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Rus Mid Cap Etf (IWR)

View all positions for H D Vest Advisory Services

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