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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
2025-09-30 $287k 7.7k 37.34
2025-06-30 $272k 7.7k 35.46
2025-03-31 $244k 7.5k 32.41
2024-12-31 $221k 7.5k 29.34
2024-09-30 $241k 7.5k 32.00
2024-06-30 $239k 7.9k 30.38

More positions owned by Legacy Financial Advisors

Wisdomtree Us Quality Dividend Growth Fund Etf (DGRW)
Franklin International Core Dividend Tilt Index Fund Etf (DIVI)
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)
Wisdomtree True Emerging Markets Fund Etf (XC)
Nvidia Corp Stock (NVDA)
Apple Stock (AAPL)
Wisdomtree Us Value Fund Of Benef Interest Etf (WTV)
Natixis Gateway Quality Income Etf Etf (GQI)
Wisdomtree U.s. Quality Growth Fund Etf (QGRW)
Pimco Multisector Bond Active Exchange-traded Fund Etf (PYLD)
Microsoft Stock (MSFT)
Ishares Core Dividend Growth Etf Etf (DGRO)
Procter And Gamble Stock (PG)
Jpmorgan Municipal Etf Etf (JMUB)
Jpmorgan Chase & Co Stock (JPM)

View all positions for Legacy Financial Advisors

Top funds holding Columbia Tr I

Ameriprise Financial
Jane Street
LPL Financial
Benjamin Edwards
Westside Investment Management
Citadel Advisors
Susquehanna International
Envestnet Asset Management
HBW Advisory Services
Pnc Financial Services
Legacy Financial Advisors
Commonwealth Equity Services
Advisor Group Holdings
Farther Finance Advisors
AdvisorNet Financial

View all funds holding Columbia Tr I