Heritage Wealth Management, LLC Columbia ETF Tr I Diversified Transaction History

Heritage Wealth Management, LLC

$177 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 15, 2022	SELL	$17.32 - $19.44 $78,788 - $88,432	-4,549 Closed	0 $0
Q1 2022 Aug 15, 2022	BUY	$19.15 - $21.13 $87,113 - $96,120	4,549 New	4,549 $89,000

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

Ticker DIAL
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