Wealth Plan Investment Management, LLC Columbia ETF Tr I Diversified Transaction History

Wealth Plan Investment Management, LLC

  • $944 Million
  • Q1 2025

A detailed history of Wealth Plan Investment Management, LLC transactions in Columbia ETF Tr I Diversified stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 11,755 shares of DIAL stock, worth $213,118. This represents 0.02% of its overall portfolio holdings.

Number of Shares
11,755
Previous 11,753 0.02%
Holding current value
$213,118
Previous $206,000 1.94%
% of portfolio
0.02%
Previous 0.02%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 09, 2025
BUY
$17.36 - $17.95 $34 - $35
2 Added 0.02%
11,755 $210,000
Q4 2024

Jan 30, 2025
BUY
$17.52 - $18.45 $205,912 - $216,842
11,753 New
11,753 $206,000
Q3 2023

Nov 09, 2023
BUY
$16.79 - $17.77 $154,048 - $163,039
9,175 Added 416.1%
11,380 $191,000
Q2 2023

Aug 14, 2023
BUY
$17.35 - $17.91 $29,963 - $30,930
1,727 Added 361.3%
2,205 $38,000
Q2 2023

Jul 25, 2023
SELL
$17.35 - $17.91 $33,797 - $34,888
-1,948 Reduced 80.3%
478 $8,000
Q1 2023

May 08, 2023
SELL
$17.21 - $18.22 $176,677 - $187,046
-10,266 Reduced 80.89%
2,426 $43,000
Q4 2022

Feb 15, 2023
BUY
$16.4 - $17.91 $4,247 - $4,638
259 Added 2.08%
12,692 $219,000
Q3 2022

Dec 12, 2022
SELL
$16.55 - $18.63 $68,252 - $76,830
-4,124 Reduced 24.91%
12,433 $222,000
Q1 2022

Sep 07, 2022
BUY
$19.15 - $21.13 $317,066 - $349,849
16,557 New
16,557 $303,000

Others Institutions Holding DIAL

# of Institutions
57
Shares Held
12.7M
Call Options Held
0
Put Options Held
0
View Full List

About COLUMBIA ETF TR I DIVERSIFIED

DIAL Quotes by TradingView
  • Ticker DIAL
  • Sector ETFs
  • Industry ETFs
More about DIAL
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