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

Concurrent Investment Advisors, LLC

$3.39 Trillion
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding DIAL

# of Institutions

58

Shares Held

13.2M

Call Options Held

0

Put Options Held

0

Ameriprise Financial Inc Minneapolis, MN

5.97M
Shares

$106 Million
0.03% of portfolio
Pine Valley Investments LTD Liability CO Marlton, NJ

929K
Shares

$16.5 Million
1.07% of portfolio
Morgan Stanley New York, NY

914K
Shares

$16.3 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

797K
Shares

$14.2 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

673K
Shares

$12 Million
0.01% of portfolio

About COLUMBIA ETF TR I DIVERSIFIED

Ticker DIAL
Sector ETFs
Industry ETFs

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