Global Retirement Partners, LLC Columbia ETF Tr I Diversified Transaction History

Global Retirement Partners, LLC

$3.25 Billion
Q3 2024

A detailed history of Global Retirement Partners, LLC transactions in Columbia ETF Tr I Diversified stock. As of the latest transaction made, Global Retirement Partners, LLC holds 5,629 shares of DIAL stock, worth $99,126. This represents 0.0% of its overall portfolio holdings.

Number of Shares

5,629

Previous 9,951 43.43%

Holding current value

$99,126

Previous $175,000 40.57%

% of portfolio

0.0%

Previous 0.01%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 16, 2024	SELL	$17.48 - $18.51 $75,548 - $80,000	-4,322 Reduced 43.43%	5,629 $104,000
Q1 2024 Apr 23, 2024	SELL	$17.51 - $18.01 $54,876 - $56,443	-3,134 Reduced 23.95%	9,951 $176,000
Q4 2023 Jan 18, 2024	SELL	$16.36 - $18.14 $16,180 - $17,940	-989 Reduced 7.03%	13,085 $236,000
Q3 2023 Oct 13, 2023	SELL	$16.79 - $17.77 $73,456 - $77,743	-4,375 Reduced 23.71%	14,074 $236,000
Q2 2023 Jul 20, 2023	BUY	$17.35 - $17.91 $22,763 - $23,497	1,312 Added 7.66%	18,449 $324,000
Q1 2023 May 05, 2023	BUY	$17.21 - $18.22 $7,658 - $8,107	445 Added 2.67%	17,137 $306,000
Q4 2022 Feb 13, 2023	SELL	$16.4 - $17.91 $671,252 - $733,056	-40,930 Reduced 71.03%	16,692 $288,000
Q3 2022 Nov 03, 2022	SELL	$16.55 - $18.63 $115,237 - $129,720	-6,963 Reduced 10.78%	57,622 $968,000
Q2 2022 Jul 15, 2022	SELL	$17.32 - $19.44 $13,942 - $15,649	-805 Reduced 1.23%	64,585 $1.14 Million
Q1 2022 Jul 14, 2022	BUY	$19.15 - $21.13 $1.25 Million - $1.38 Million	65,390 New	65,390 $1.2 Million
Q4 2021 Jan 21, 2022	SELL	$21.05 - $21.47 $1.31 Million - $1.34 Million	-62,262 Closed	0 $0
Q3 2021 Oct 22, 2021	SELL	$21.36 - $21.73 $23,645 - $24,055	-1,107 Reduced 1.75%	62,262 $1.33 Million
Q2 2021 Jul 15, 2021	BUY	$21.15 - $21.59 $1.34 Million - $1.37 Million	63,369 New	63,369 $1.37 Million

Others Institutions Holding DIAL

# of Institutions

Shares Held

14M

Call Options Held

Put Options Held

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About COLUMBIA ETF TR I DIVERSIFIED

Ticker DIAL
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Global Retirement Partners, LLC Columbia ETF Tr I Diversified Transaction History