Concurrent Investment Advisors, LLC Columbia ETF Tr I Diversified Transaction History

Concurrent Investment Advisors, LLC

  • $5.17 Trillion
  • Q2 2025

A detailed history of Concurrent Investment Advisors, LLC transactions in Columbia ETF Tr I Diversified stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 15,186 shares of DIAL stock, worth $276,081. This represents 0.01% of its overall portfolio holdings.

Number of Shares
15,186
Previous 16,326 6.98%
Holding current value
$276,081
Previous $292 Million 5.27%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Jul 25, 2025
SELL
$17.43 - $18.21 $19,870 - $20,759
-1,140 Reduced 6.98%
15,186 $277 Million
Q1 2025

Apr 29, 2025
SELL
$17.36 - $17.95 $6,510 - $6,731
-375 Reduced 2.25%
16,326 $292 Million
Q2 2024

Jul 30, 2024
BUY
$17.21 - $17.79 $287,424 - $297,110
16,701 New
16,701 $295 Million

Others Institutions Holding DIAL

# of Institutions
57
Shares Held
12.6M
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
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