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

Confluence Wealth Services, Inc.

$1.31 Billion
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

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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