Creative Financial Designs Inc Columbia ETF Tr I Diversified Transaction History

Creative Financial Designs Inc

$1.16 Billion
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 01, 2023	SELL	$16.4 - $17.91 $209,936 - $229,265	-12,801 Reduced 52.14%	11,752 $203,000
Q3 2022 Nov 01, 2022	BUY	$16.55 - $18.63 $27,324 - $30,758	1,651 Added 7.21%	24,553 $411,000
Q2 2022 Aug 01, 2022	SELL	$17.32 - $19.44 $232,780 - $261,273	-13,440 Reduced 36.98%	22,902 $404,000
Q1 2022 Apr 15, 2022	BUY	$19.15 - $21.13 $59,269 - $65,397	3,095 Added 9.31%	36,342 $708,000
Q4 2021 Jan 26, 2022	BUY	$21.05 - $21.47 $60,560 - $61,769	2,877 Added 9.47%	33,247 $708,000
Q3 2021 Oct 08, 2021	SELL	$21.36 - $21.73 $10,103 - $10,278	-473 Reduced 1.53%	30,370 $649,000
Q2 2021 Jul 27, 2021	SELL	$21.15 - $21.59 $30,054 - $30,679	-1,421 Reduced 4.4%	30,843 $665,000
Q1 2021 Apr 19, 2021	BUY	$21.05 - $22.04 $163,747 - $171,449	7,779 Added 31.77%	32,264 $681,000
Q4 2020 Jan 08, 2021	BUY	$21.41 - $22.09 $524,223 - $540,873	24,485 New	24,485 $541,000

Others Institutions Holding DIAL

# of Institutions

57

Shares Held

14M

Call Options Held

0

Put Options Held

0

Ameriprise Financial Inc Minneapolis, MN

6.52M
Shares

$115 Million
0.03% of portfolio
Bank Of America Corp Charlotte, NC

1.12M
Shares

$19.7 Million
0.0% of portfolio
Pine Valley Investments LTD Liability CO Marlton, NJ

1.11M
Shares

$19.6 Million
1.24% of portfolio
Morgan Stanley New York, NY

995K
Shares

$17.5 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

685K
Shares

$12.1 Million
0.01% of portfolio

About COLUMBIA ETF TR I DIVERSIFIED

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