A detailed history of Atria Wealth Solutions, Inc. transactions in Columbia ETF Tr I Diversified stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 29,155 shares of DIAL stock, worth $514,294. This represents 0.01% of its overall portfolio holdings.

Number of Shares
29,155
Previous 32,775 11.05%
Holding current value
$514,294
Previous $591,000 12.35%
% of portfolio
0.01%
Previous 0.01%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024

SELL
$17.51 - $18.01 $63,386 - $65,196
-3,620 Reduced 11.05%
29,155 $518,000
Q4 2023

Feb 02, 2024

SELL
$16.36 - $18.14 $16,360 - $18,140
-1,000 Reduced 2.96%
32,775 $591,000
Q3 2023

Nov 08, 2023

BUY
$16.79 - $17.77 $62,374 - $66,015
3,715 Added 12.36%
33,775 $568,000
Q2 2023

Aug 03, 2023

SELL
$17.35 - $17.91 $10,583 - $10,925
-610 Reduced 1.99%
30,060 $529,000
Q1 2023

Jun 14, 2023

BUY
$17.21 - $18.22 $10,498 - $11,114
610 Added 2.03%
30,670 $548,000
Q1 2023

May 10, 2023

SELL
$17.21 - $18.22 $10,498 - $11,114
-610 Reduced 1.99%
30,060 $537,000
Q4 2022

Aug 30, 2023

BUY
$16.68 - $17.91 $10,174 - $10,925
610 Added 2.03%
30,670 $530,000
Q4 2022

Feb 13, 2023

SELL
$16.68 - $17.91 $16,680 - $17,910
-1,000 Reduced 3.16%
30,670 $530,000
Q3 2022

Nov 14, 2022

BUY
N/A
8,460 Added 36.45%
31,670 $530,000
Q2 2022

Aug 15, 2022

SELL
N/A
-14,328 Reduced 38.17%
23,210 $410,000
Q1 2022

May 16, 2022

BUY
N/A
37,538 New
37,538 $731,000

Others Institutions Holding DIAL

About COLUMBIA ETF TR I DIVERSIFIED


  • Ticker DIAL
  • Sector ETFs
  • Industry ETFs
More about DIAL
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