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

Iht Wealth Management, LLC

$3.44 Billion
Q3 2024

A detailed history of Iht Wealth Management, LLC transactions in Columbia ETF Tr I Diversified stock. As of the latest transaction made, Iht Wealth Management, LLC holds 16,426 shares of DIAL stock, worth $289,261. This represents 0.01% of its overall portfolio holdings.

Number of Shares

16,426

Holding current value

$289,261

% of portfolio

0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$17.48 - $18.51 $287,126 - $304,045	16,426 New	16,426 $303,000
Q1 2024 May 15, 2024	SELL	$17.51 - $18.01 $57,082 - $58,712	-3,260 Reduced 22.36%	11,318 $201,000
Q4 2023 Feb 14, 2024	SELL	$16.36 - $18.14 $24,310 - $26,956	-1,486 Reduced 9.25%	14,578 $263,000
Q3 2023 Nov 14, 2023	SELL	$16.79 - $17.77 $19,845 - $21,004	-1,182 Reduced 6.85%	16,064 $270,000
Q2 2023 Aug 14, 2023	BUY	$17.35 - $17.91 $11,884 - $12,268	685 Added 4.14%	17,246 $303,000
Q1 2023 May 15, 2023	SELL	$17.21 - $18.22 $50,545 - $53,512	-2,937 Reduced 15.06%	16,561 $295,000
Q4 2022 Feb 14, 2023	SELL	$16.4 - $17.91 $21,811 - $23,820	-1,330 Reduced 6.39%	19,498 $337,000
Q3 2022 Nov 22, 2022	BUY	$16.55 - $18.63 $344,703 - $388,025	20,828 New	20,828 $348,000

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
Sector ETFs
Industry ETFs

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