Confluence Wealth Services, Inc. Columbia ETF Tr I Diversified Transaction History

Confluence Wealth Services, Inc.

$1.31 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Apr 26, 2022	SELL	$19.15 - $21.13 $12,830 - $14,157	-670 Closed	0 $0
Q4 2021 Feb 10, 2022	BUY	$21.05 - $21.47 $14,103 - $14,384	670 New	670 $14,000

Others Institutions Holding DIAL

# of Institutions

57

Shares Held

13.8M

Call Options Held

0

Put Options Held

0

Ameriprise Financial Inc Minneapolis, MN

6.52M
Shares

$116 Million
0.03% of portfolio
Bank Of America Corp Charlotte, NC

1.12M
Shares

$19.8 Million
0.0% of portfolio
Morgan Stanley New York, NY

995K
Shares

$17.7 Million
0.0% of portfolio
Pine Valley Investments LTD Liability CO Marlton, NJ

929K
Shares

$16.5 Million
1.07% of portfolio
Lpl Financial LLC Fort Mill, SC

685K
Shares

$12.2 Million
0.01% of portfolio

About COLUMBIA ETF TR I DIVERSIFIED

Ticker DIAL
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