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Columbia Tr I shares owned by Legacy Financial Advisors

Quarter-by-quarter ownership of Columbia Tr I (INEQ) shares owned by Legacy Financial Advisors from 13F filings

Historical chart of Legacy Financial Advisors investment in Columbia Tr I

Tip: Access up to 7 years of quarterly data

All positions including Columbia Tr I held by Legacy Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Columbia Tr I by Legacy Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $239k 7.9k 30.38

More positions owned by Legacy Financial Advisors

Wisdomtree Us Quality Dividend Growth Fund Etf (DGRW)
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)
Wisdomtree International Equity Fund Etf (DWM)
Wisdomtree Emerging Markets Ex-china Fund Etf (XC)
Wisdomtree Global Ex-us Quality Dividend Growth Fund Etf (DNL)
Wisdomtree U.s. Quality Growth Fund Etf (QGRW)
Natixis Gateway Quality Income Etf Etf (GQI)
Apple Stock (AAPL)
Wisdomtree Us Value Fund Of Benef Interest Etf (WTV)
Microsoft Stock (MSFT)
Jpmorgan Municipal Etf Etf (JMUB)
Nvidia Corp Stock (NVDA)
Procter And Gamble Stock (PG)
Ishares Core Dividend Growth Etf Etf (DGRO)
Ishares Tr Msci Usa Minimum Volatility Index Etf (USMV)

View all positions for Legacy Financial Advisors

Top funds holding Columbia Tr I

Westside Investment Management
Jane Street
Susquehanna International
LPL Financial
Envestnet Asset Management
Flow Traders US
Legacy Financial Advisors
Farther Finance Advisors
Global Retirement Partners
Principal Securities
Advisor Group Holdings
Jpmorgan Chase & Co
Wells Fargo & Company

View all funds holding Columbia Tr I