Boyd Wealth Management, LLC Columbia ETF Tr I Diversified Transaction History

Boyd Wealth Management, LLC

$197 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Apr 29, 2022	SELL	$19.15 - $21.13 $198,317 - $218,822	-10,356 Closed	0 $0
Q4 2021 Feb 07, 2022	BUY	$21.05 - $21.47 $217,993 - $222,343	10,356 New	10,356 $221,000

Others Institutions Holding DIAL

# of Institutions

57

Shares Held

14M

Call Options Held

0

Put Options Held

0

Ameriprise Financial Inc Minneapolis, MN

6.52M
Shares

$114 Million
0.03% of portfolio
Bank Of America Corp Charlotte, NC

1.12M
Shares

$19.6 Million
0.0% of portfolio
Pine Valley Investments LTD Liability CO Marlton, NJ

1.11M
Shares

$19.5 Million
1.24% of portfolio
Morgan Stanley New York, NY

995K
Shares

$17.4 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

685K
Shares

$12 Million
0.01% of portfolio

About COLUMBIA ETF TR I DIVERSIFIED

Ticker DIAL
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