Acorn Wealth Advisors, LLC Columbia ETF Tr I Diversified Transaction History

Acorn Wealth Advisors, LLC

  • $220 Million
  • Q3 2024

A detailed history of Acorn Wealth Advisors, LLC transactions in Columbia ETF Tr I Diversified stock. As of the latest transaction made, Acorn Wealth Advisors, LLC holds 70,135 shares of DIAL stock, worth $1.23 Million. This represents 0.59% of its overall portfolio holdings.

Number of Shares
70,135
Previous 61,101 14.79%
Holding current value
$1.23 Million
Previous $1.08 Million 20.33%
% of portfolio
0.59%
Previous 0.56%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024
BUY
$17.48 - $18.51 $157,914 - $167,219
9,034 Added 14.79%
70,135 $1.3 Million
Q2 2024

Jul 30, 2024
SELL
$17.21 - $17.79 $52,301 - $54,063
-3,039 Reduced 4.74%
61,101 $1.08 Million
Q1 2024

Apr 26, 2024
BUY
$17.51 - $18.01 $443,790 - $456,463
25,345 Added 65.33%
64,140 $1.14 Million
Q4 2023

Feb 07, 2024
BUY
$16.36 - $18.14 $634,686 - $703,741
38,795 New
38,795 $700,000

Others Institutions Holding DIAL

# of Institutions
57
Shares Held
14M
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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