Collaborative Wealth Managment Inc. Columbia ETF Tr I Diversified Transaction History

Collaborative Wealth Managment Inc.

  • $238 Million
  • Q3 2025

A detailed history of Collaborative Wealth Managment Inc. transactions in Columbia ETF Tr I Diversified stock. As of the latest transaction made, Collaborative Wealth Managment Inc. holds 32,354 shares of DIAL stock, worth $592,725. This represents 0.25% of its overall portfolio holdings.

Number of Shares
32,354
Previous 34,178 5.34%
Holding current value
$592,725
Previous $622,000 4.18%
% of portfolio
0.25%
Previous 0.28%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 07, 2025
SELL
$17.97 - $18.51 $32,777 - $33,762
-1,824 Reduced 5.34%
32,354 $596,000
Q2 2025

Aug 08, 2025
SELL
$17.43 - $18.21 $203,059 - $212,146
-11,650 Reduced 25.42%
34,178 $622,000
Q1 2025

May 08, 2025
SELL
$17.36 - $17.95 $52,982 - $54,783
-3,052 Reduced 6.24%
45,828 $819,000
Q4 2024

Feb 10, 2025
SELL
$17.52 - $18.45 $36,827 - $38,781
-2,102 Reduced 4.12%
48,880 $856,000
Q3 2024

Nov 12, 2024
SELL
$17.48 - $18.51 $1,293 - $1,369
-74 Reduced 0.14%
50,982 $942,000
Q2 2024

Aug 09, 2024
SELL
$17.21 - $17.79 $1,841 - $1,903
-107 Reduced 0.21%
51,056 $900,000
Q1 2024

May 10, 2024
BUY
$17.51 - $18.01 $7,564 - $7,780
432 Added 0.85%
51,163 $909,000
Q4 2023

Feb 07, 2024
BUY
$16.36 - $18.14 $37,529 - $41,613
2,294 Added 4.74%
50,731 $915,000
Q3 2023

Nov 09, 2023
SELL
$16.79 - $17.77 $69,107 - $73,141
-4,116 Reduced 7.83%
48,437 $815,000
Q2 2023

Aug 07, 2023
SELL
$17.35 - $17.91 $65,114 - $67,216
-3,753 Reduced 6.67%
52,553 $925,000
Q1 2023

May 08, 2023
SELL
$17.21 - $18.22 $5,025 - $5,320
-292 Reduced 0.52%
56,306 $1.01 Million
Q4 2022

Feb 10, 2023
SELL
$16.4 - $17.91 $31,373 - $34,261
-1,913 Reduced 3.27%
56,598 $978,000
Q3 2022

Nov 14, 2022
SELL
$16.55 - $18.63 $60,424 - $68,018
-3,651 Reduced 5.87%
58,511 $979,000
Q2 2022

Aug 15, 2022
SELL
$17.32 - $19.44 $99,260 - $111,410
-5,731 Reduced 8.44%
62,162 $1.1 Million
Q4 2021

Feb 11, 2022
BUY
$21.05 - $21.47 $89,967 - $91,762
4,274 Added 6.72%
67,893 $1.45 Million
Q1 2021

May 12, 2022
BUY
$21.05 - $22.04 $1.34 Million - $1.4 Million
63,619 New
63,619 $1.24 Million

Others Institutions Holding DIAL

# of Institutions
58
Shares Held
14.9M
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
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