Concurrent Investment Advisors, LLC Columbia ETF Tr I Diversified Transaction History

Concurrent Investment Advisors, LLC

  • $5.83 Trillion
  • Q3 2025

A detailed history of Concurrent Investment Advisors, LLC transactions in Columbia ETF Tr I Diversified stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 14,654 shares of DIAL stock, worth $268,461. This represents 0.0% of its overall portfolio holdings.

Number of Shares
14,654
Previous 15,186 3.5%
Holding current value
$268,461
Previous $277 Million 2.23%
% of portfolio
0.0%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 27, 2025
SELL
$17.97 - $18.51 $9,560 - $9,847
-532 Reduced 3.5%
14,654 $270 Million
Q2 2025

Jul 25, 2025
SELL
$17.43 - $18.21 $19,870 - $20,759
-1,140 Reduced 6.98%
15,186 $277 Million
Q1 2025

Apr 29, 2025
SELL
$17.36 - $17.95 $6,510 - $6,731
-375 Reduced 2.25%
16,326 $292 Million
Q2 2024

Jul 30, 2024
BUY
$17.21 - $17.79 $287,424 - $297,110
16,701 New
16,701 $295 Million

Others Institutions Holding DIAL

# of Institutions
58
Shares Held
14.9M
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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