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Columbia Etf Tr I diversifid fxd shares owned by Lifeworks Advisors

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

Historical chart of Lifeworks 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 Lifeworks 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 Lifeworks Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $222k 12k 18.48

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Vanguard Malvern Fds Strm Infproidx (VTIP)
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Microsoft Corporation (MSFT)
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Vaneck Merk Gold Etf Gold Shs (OUNZ)
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View all positions for Lifeworks Advisors

Top funds holding Columbia Etf Tr I diversifid fxd

Bank of America Corporation
Pine Valley Investments Ltd Liability
Morgan Stanley
LPL Financial
Wells Fargo & Company
Prentice Wealth Management
TruNorth Capital Management
Jpmorgan Chase & Co
Royal Bank of Canada
Envestnet Asset Management
Rehmann Capital Advisory
Cetera Investment Advisers
Advisor Group Holdings
New Insight Wealth Advisors
Commonwealth Equity Services

View all funds holding Columbia Etf Tr I diversifid fxd