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

Acorn Wealth Advisors, LLC

$226 Million
Q4 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 66,060 shares of DIAL stock, worth $1.17 Million. This represents 0.51% of its overall portfolio holdings.

Number of Shares

66,060

Previous 70,135 5.81%

Holding current value

$1.17 Million

Previous $1.3 Million 10.65%

% of portfolio

0.51%

Previous 0.59%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 04, 2025	SELL	$17.52 - $18.45 $71,394 - $75,183	-4,075 Reduced 5.81%	66,060 $1.16 Million
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

Shares Held

13.9M

Call Options Held

Put Options Held

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About COLUMBIA ETF TR I DIVERSIFIED

Ticker DIAL
Sector ETFs
Industry ETFs

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