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 $1.3 Million. This represents 0.71% of its overall portfolio holdings.
Number of Shares
73,001
Previous 146,004
50.0%
Holding current value
$1.3 Million
Previous $2.58 Billion
47.63%
% of portfolio
0.71%
Previous 1.52%
Shares
4 transactions
Others Institutions Holding DIAL
# of Institutions
57Shares Held
13.8MCall Options Held
0Put Options Held
0-
Ameriprise Financial Inc Minneapolis, MN6.52MShares$116 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC1.12MShares$19.9 Million0.0% of portfolio
-
Morgan Stanley New York, NY995KShares$17.7 Million0.0% of portfolio
-
Pine Valley Investments LTD Liability CO Marlton, NJ929KShares$16.5 Million1.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC685KShares$12.2 Million0.01% of portfolio