New Insight Wealth Advisors Columbia ETF Tr I Diversified Transaction History

New Insight Wealth Advisors

  • $190 Billion
  • Q3 2024

A detailed history of New Insight Wealth Advisors transactions in Columbia ETF Tr I Diversified stock. As of the latest transaction made, New Insight Wealth Advisors holds 73,001 shares of DIAL stock, worth $1.28 Million. This represents 0.71% of its overall portfolio holdings.

Number of Shares
73,001
Previous 146,004 50.0%
Holding current value
$1.28 Million
Previous $2.58 Billion 47.63%
% of portfolio
0.71%
Previous 1.52%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024
SELL
$17.48 - $18.51 $1.28 Million - $1.35 Million
-73,003 Reduced 50.0%
73,001 $1.35 Billion
Q2 2024

Aug 15, 2024
SELL
$17.21 - $17.79 $234,503 - $242,406
-13,626 Reduced 8.54%
146,004 $2.58 Billion
Q1 2024

May 08, 2024
BUY
$17.51 - $18.01 $99,176 - $102,008
5,664 Added 3.68%
159,630 $2.84 Billion
Q4 2023

May 08, 2024
BUY
$16.36 - $18.14 $2.52 Million - $2.79 Million
153,966 New
153,966 $2.78 Billion

Others Institutions Holding DIAL

# of Institutions
57
Shares Held
14M
Call Options Held
0
Put Options Held
0
View Full List

About COLUMBIA ETF TR I DIVERSIFIED

DIAL Quotes by TradingView
  • Ticker DIAL
  • Sector ETFs
  • Industry ETFs
More about DIAL
Track This Portfolio

Track New Insight Wealth Advisors Portfolio

Follow New Insight Wealth Advisors and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of New Insight Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on New Insight Wealth Advisors with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email