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Columbia Etf Tr I diversifid fxd shares owned by WealthPlan Investment Management

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

Historical chart of WealthPlan Investment Management investment in Columbia Etf Tr I diversifid fxd

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Quarterly reported holdings in Columbia Etf Tr I diversifid fxd by WealthPlan Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $217k 12k 18.45
2025-06-30 $214k 12k 18.21
2025-03-31 $210k 12k 17.88
2024-12-31 $206k 12k 17.53
2023-09-30 $192k 11k 16.84
2023-06-30 $39k 2.2k 17.61
2023-03-31 $43k 2.4k 17.87
2022-12-31 $224k 13k 17.65
2022-09-30 $225k 12k 18.10
2022-03-31 $300k 17k 18.10

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View all positions for WealthPlan Investment Management

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