Iag Wealth Partners, LLC Columbia ETF Tr I Diversified Transaction History

Iag Wealth Partners, LLC

$570 Million
Q1 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 14, 2022	BUY	$21.05 - $21.47 $8,946 - $9,124	425 New	425 $9,000

Others Institutions Holding DIAL

# of Institutions

57

Shares Held

12.7M

Call Options Held

0

Put Options Held

0

Ameriprise Financial Inc Minneapolis, MN

5.95M
Shares

$106 Million
0.03% of portfolio
Pine Valley Investments LTD Liability CO Marlton, NJ

1.28M
Shares

$22.8 Million
1.34% of portfolio
Lpl Financial LLC Fort Mill, SC

1.06M
Shares

$18.8 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

948K
Shares

$16.9 Million
0.0% of portfolio
Morgan Stanley New York, NY

914K
Shares

$16.3 Million
0.0% of portfolio

About COLUMBIA ETF TR I DIVERSIFIED

Ticker DIAL
Sector ETFs
Industry ETFs

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