Institutional shares held 13.6 Million
0 calls
0 puts
Total value of holdings $244M
$0 calls
$0 puts
# of Institutions 53


Latest Institutional Activity in DIAL

Top Purchases

Q1 2025
5 T Wealth, LLC Shares Held: 10.6K ($190K)
Q1 2025
Bank Plus Wealth Management LLC Shares Held: 38.8K ($694K)
Q1 2025
Westside Investment Management, Inc. Shares Held: 4K ($71.6K)
Q1 2025
Millington Financial Advisors, LLC Shares Held: 61.4K ($1.1M)
Q1 2025
Envestnet Asset Management Inc Shares Held: 109K ($1.96M)

Top Sells

Q1 2025
Prentice Wealth Management LLC Shares Held: 19.7K ($353K)
Q1 2025
New Insight Wealth Advisors Shares Held: 38.1K ($683K)
Q1 2025
Hbk Sorce Advisory LLC Shares Held: 36K ($644K)
Q1 2025
Resources Investment Advisors, Llc. Shares Held: 40.2K ($720K)
Q1 2025
Concurrent Investment Advisors, LLC Shares Held: 16.3K ($292K)

About DIAL

Track Institutional and Insider Activities on DIAL

Follow COLUMBIA ETF TR I DIVERSIFIED and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells DIAL shares.

Notify only if

Insider Trading

Get notified when an Columbia ETF Tr I Diversified insider buys or sells DIAL shares.

Notify only if

News

Receive news related to COLUMBIA ETF TR I DIVERSIFIED

Track Activities on DIAL