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

Concurrent Investment Advisors, LLC

$5.83 Trillion
Q3 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding DIAL

# of Institutions

56

Shares Held

13.5M

Call Options Held

0

Put Options Held

0

Ameriprise Financial Inc Minneapolis, MN

5.81M
Shares

$107 Million
0.03% of portfolio
Pine Valley Investments LTD Liability CO Marlton, NJ

1.28M
Shares

$23.6 Million
1.34% of portfolio
Wells Fargo & Company San Francisco, CA

1.22M
Shares

$22.4 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

1.16M
Shares

$21.4 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

925K
Shares

$17.1 Million
0.0% of portfolio

About COLUMBIA ETF TR I DIVERSIFIED

Ticker DIAL
Sector ETFs
Industry ETFs

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