Ifp Advisors, Inc Columbia ETF Tr I Diversified Transaction History

Ifp Advisors, Inc

$2.42 Billion
Q2 2024

Shares

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 07, 2023	SELL	$16.4 - $17.91 $202,490 - $221,134	-12,347 Reduced 49.64%	12,526 $245,000
Q3 2022 Nov 08, 2022	SELL	$16.55 - $18.63 $877 - $987	-53 Reduced 0.21%	24,873 $477,000
Q2 2022 Sep 06, 2022	BUY	$17.32 - $19.44 $431,718 - $484,561	24,926 New	24,926 $478,000
Q2 2022 Aug 12, 2022	SELL	$17.32 - $19.44 $431,718 - $484,561	-24,926 Closed	0 $0
Q1 2022 Sep 06, 2022	BUY	$19.15 - $21.13 $31,731 - $35,012	1,657 Added 7.12%	24,926 $0
Q1 2022 Aug 08, 2022	BUY	$19.15 - $21.13 $14,151 - $15,615	739 Added 3.28%	23,269 $0
Q4 2021 Jan 12, 2022	BUY	$21.05 - $21.47 $128,615 - $131,181	6,110 Added 37.21%	22,530 $480,000
Q3 2021 Oct 06, 2021	BUY	$21.36 - $21.73 $254,312 - $258,717	11,906 Added 263.76%	16,420 $352,000
Q2 2021 Jul 13, 2021	BUY	$21.15 - $21.59 $11,040 - $11,269	522 Added 13.08%	4,514 $97,000
Q1 2021 Apr 30, 2021	BUY	$21.05 - $22.04 $64,981 - $68,037	3,087 Added 341.1%	3,992 $84,000
Q4 2020 Jan 25, 2021	SELL	$21.41 - $22.09 $513 - $530	-24 Reduced 2.58%	905 $20,000
Q3 2020 Oct 29, 2020	SELL	$21.06 - $21.83 $39,066 - $40,494	-1,855 Reduced 66.63%	929 $20,000
Q2 2020 Aug 05, 2020	SELL	$19.65 - $21.3 $46,354 - $50,246	-2,359 Reduced 45.87%	2,784 $59,000
Q1 2020 May 12, 2020	BUY	$17.35 - $21.45 $30,917 - $38,223	1,782 Added 53.02%	5,143 $99,000
Q4 2019 Jan 17, 2020	SELL	$20.63 - $20.85 $47,407 - $47,913	-2,298 Reduced 40.61%	3,361 $70,000
Q3 2019 Nov 07, 2019	BUY	$20.65 - $20.88 $116,858 - $118,159	5,659 New	5,659 $117,000

Others Institutions Holding DIAL

# of Institutions

57

Shares Held

13.8M

Call Options Held

0

Put Options Held

0

Ameriprise Financial Inc Minneapolis, MN

6.52M
Shares

$116 Million
0.03% of portfolio
Bank Of America Corp Charlotte, NC

1.12M
Shares

$19.8 Million
0.0% of portfolio
Morgan Stanley New York, NY

995K
Shares

$17.7 Million
0.0% of portfolio
Pine Valley Investments LTD Liability CO Marlton, NJ

929K
Shares

$16.5 Million
1.07% of portfolio
Lpl Financial LLC Fort Mill, SC

685K
Shares

$12.2 Million
0.01% of portfolio

About COLUMBIA ETF TR I DIVERSIFIED

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