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Columbia Etf Tr I shares owned by WealthPlan Investment Management

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

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

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All positions including Columbia Etf Tr I held by WealthPlan Investment Management consolidated in one spreadsheet with up to 7 years of data

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

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.5M 136k 25.75
2024-06-30 $3.7M 136k 27.30
2024-03-31 $3.2M 127k 25.09
2023-12-31 $3.5M 156k 22.37
2023-09-30 $3.3M 168k 19.39

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View all positions for WealthPlan Investment Management

Top funds holding Columbia Etf Tr I

Feltz Wealth PLAN
WealthPlan Investment Management
Fermata Advisors
Next Level Private
Janney Montgomery Scott
Kestra Advisory Services
Commonwealth Equity Services
Atria Wealth Solutions
Envestnet Portfolio Solutions
Harbour Investments
Resources Management Corp
Glass Jacobson Investment Advisors
Armstrong Advisory Group
Advisor Group Holdings
Morgan Stanley

View all funds holding Columbia Etf Tr I