Bank Plus Wealth Management LLC Columbia ETF Tr I Diversified Transaction History
Bank Plus Wealth Management LLC
- $136 Billion
- Q1 2025
A detailed history of Bank Plus Wealth Management LLC transactions in Columbia ETF Tr I Diversified stock. As of the latest transaction made, Bank Plus Wealth Management LLC holds 38,769 shares of DIAL stock, worth $694,352. This represents 0.51% of its overall portfolio holdings.
Number of Shares
38,769
Previous 29,399
31.87%
Holding current value
$694,352
Previous $515 Million
34.5%
% of portfolio
0.51%
Previous 0.38%
Shares
2 transactions
Others Institutions Holding DIAL
# of Institutions
53Shares Held
13.6MCall Options Held
0Put Options Held
0-
Ameriprise Financial Inc Minneapolis, MN6.83MShares$122 Million0.03% of portfolio
-
Pine Valley Investments LTD Liability CO Marlton, NJ1.28MShares$22.9 Million1.34% of portfolio
-
Morgan Stanley New York, NY1.06MShares$18.9 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC914KShares$16.4 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC853KShares$15.3 Million0.0% of portfolio