Householder Group Estate & Retirement Specialist, LLC Columbia ETF Tr I Transaction History

Householder Group Estate & Retirement Specialist, LLC

$134 Million
Q4 2024

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 18, 2024	BUY	$30.74 - $33.91 $110,602 - $122,008	3,598 Added 8.79%	44,545 $1.51 Million
Q2 2024 Jul 17, 2024	BUY	$29.48 - $32.44 $205,888 - $226,560	6,984 Added 20.56%	40,947 $1.32 Million
Q1 2024 May 03, 2024	BUY	$27.26 - $30.98 $89,003 - $101,149	3,265 Added 10.64%	33,963 $1.05 Million
Q4 2023 Jan 23, 2024	BUY	$24.17 - $27.75 $390,611 - $448,467	16,161 Added 111.17%	30,698 $850,000
Q3 2023 Oct 10, 2023	BUY	$25.02 - $26.75 $363,715 - $388,864	14,537 New	14,537 $365,000

Others Institutions Holding RECS

# of Institutions

110

Shares Held

33.5M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

8.09M
Shares

$267 Million
0.12% of portfolio
Bank Of America Corp Charlotte, NC

3.54M
Shares

$117 Million
0.01% of portfolio
Ameriprise Financial Inc Minneapolis, MN

1.71M
Shares

$56.4 Million
0.02% of portfolio
Morgan Stanley New York, NY

1.69M
Shares

$55.8 Million
0.0% of portfolio
Raymond James Financial Inc St. Petersburg, FL

1.58M
Shares

$52.2 Million
0.02% of portfolio

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About COLUMBIA ETF TR I

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