New Insight Wealth Advisors Columbia ETF Tr I Diversified Transaction History

New Insight Wealth Advisors

$220 Billion
Q1 2025

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 38,137 shares of DIAL stock, worth $684,177. This represents 0.31% of its overall portfolio holdings.

Number of Shares

38,137

Previous 52,738 27.69%

Holding current value

$684,177

Previous $924 Million 26.24%

% of portfolio

0.31%

Previous 0.46%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 30, 2025	SELL	$17.36 - $17.95 $253,473 - $262,087	-14,601 Reduced 27.69%	38,137 $682 Million
Q4 2024 Feb 07, 2025	SELL	$17.52 - $18.45 $355,007 - $373,852	-20,263 Reduced 27.76%	52,738 $924 Million
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

Shares Held

12.7M

Call Options Held

Put Options Held

View Full List

About COLUMBIA ETF TR I DIVERSIFIED

Ticker DIAL
Sector ETFs
Industry ETFs

More about DIAL

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New Insight Wealth Advisors Columbia ETF Tr I Diversified Transaction History