Atria Wealth Solutions, Inc. Columbia ETF Tr I Diversified Transaction History

Atria Wealth Solutions, Inc.

  • $4.15 Billion
  • Q2 2025

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 15,170 shares of DIAL stock, worth $280,038. This represents 0.01% of its overall portfolio holdings.

Number of Shares
15,170
Previous 15,825 4.14%
Holding current value
$280,038
Previous $282,000 2.13%
% of portfolio
0.01%
Previous 0.0%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 25, 2025
SELL
$17.43 - $18.21 $11,416 - $11,927
-655 Reduced 4.14%
15,170 $276,000
Q1 2025

May 09, 2025
SELL
$17.36 - $17.95 $3,281 - $3,392
-189 Reduced 1.18%
15,825 $282,000
Q4 2024

Jan 31, 2025
SELL
$17.52 - $18.45 $10,599 - $11,162
-605 Reduced 3.64%
16,014 $280,000
Q3 2024

Nov 08, 2024
SELL
$17.48 - $18.51 $154,016 - $163,091
-8,811 Reduced 34.65%
16,619 $307,000
Q2 2024

Jul 22, 2024
SELL
$17.21 - $17.79 $64,107 - $66,267
-3,725 Reduced 12.78%
25,430 $448,000
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
$16.4 - $17.91 $10,004 - $10,925
610 Added 2.03%
30,670 $530,000
Q4 2022

Feb 13, 2023
SELL
$16.4 - $17.91 $16,400 - $17,910
-1,000 Reduced 3.16%
30,670 $530,000
Q3 2022

Nov 14, 2022
BUY
$16.55 - $18.63 $140,013 - $157,609
8,460 Added 36.45%
31,670 $530,000
Q2 2022

Aug 15, 2022
SELL
$17.32 - $19.44 $248,160 - $278,536
-14,328 Reduced 38.17%
23,210 $410,000
Q1 2022

May 16, 2022
BUY
$19.15 - $21.13 $718,852 - $793,177
37,538 New
37,538 $731,000

Others Institutions Holding DIAL

# of Institutions
56
Shares Held
13.6M
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
Track This Portfolio

Track Atria Wealth Solutions, Inc. Portfolio

Follow Atria Wealth Solutions, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Atria Wealth Solutions, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Atria Wealth Solutions, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email