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Columbia Etf Tr I diversifid fxd shares owned by New Insight Wealth Advisors

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

Historical chart of New Insight Wealth 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 New Insight Wealth 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 New Insight Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.3M 73k 18.48
2024-06-30 $2.6M 146k 17.64
2024-03-31 $2.8M 160k 17.78
2023-12-31 $2.8M 154k 18.05

More positions owned by New Insight Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)
Vanguard Index Fds Mid Cap Etf (VO)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Tesla Motors (TSLA)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Vanguard World Inf Tech Etf (VGT)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Simon Property (SPG)
Ishares Tr Global Tech Etf (IXN)
Amazon (AMZN)
Apple (AAPL)
Vanguard Specialized Funds Div App Etf (VIG)
Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY)

View all positions for New Insight Wealth 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