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

Collaborative Wealth Managment Inc.

$238 Million
Q3 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding DIAL

# of Institutions

58

Shares Held

14.9M

Call Options Held

0

Put Options Held

0

Ameriprise Financial Inc Minneapolis, MN

6.62M
Shares

$121 Million
0.03% of portfolio
Wells Fargo & Company San Francisco, CA

1.63M
Shares

$29.9 Million
0.01% of portfolio
Pine Valley Investments LTD Liability CO Marlton, NJ

1.28M
Shares

$23.5 Million
1.34% of portfolio
Lpl Financial LLC Fort Mill, SC

1.24M
Shares

$22.8 Million
0.01% of portfolio
Morgan Stanley New York, NY

898K
Shares

$16.5 Million
0.0% of portfolio

About COLUMBIA ETF TR I DIVERSIFIED

Ticker DIAL
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