Essex Financial Services, Inc. Columbia ETF Tr I Diversified Transaction History

Essex Financial Services, Inc.

$2.07 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 01, 2022	SELL	$17.32 - $19.44 $86 - $97	-5 Reduced 0.05%	10,174 $180,000
Q1 2022 Apr 21, 2022	BUY	$19.15 - $21.13 $194,927 - $215,082	10,179 New	10,179 $198,000

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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