New Insight Wealth Advisors Columbia ETF Tr I Diversified Transaction History
New Insight Wealth Advisors
- $243 Billion
- Q2 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 28,934 shares of DIAL stock, worth $525,152. This represents 0.22% of its overall portfolio holdings.
Number of Shares
28,934
Previous 38,137
24.13%
Holding current value
$525,152
Previous $682 Million
22.73%
% of portfolio
0.22%
Previous 0.31%
Shares
7 transactions
Others Institutions Holding DIAL
# of Institutions
58Shares Held
12.7MCall Options Held
0Put Options Held
0-
Ameriprise Financial Inc Minneapolis, MN5.95MShares$108 Million0.03% of portfolio
-
Pine Valley Investments LTD Liability CO Marlton, NJ1.28MShares$23.2 Million1.34% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.06MShares$19.2 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC948KShares$17.2 Million0.0% of portfolio
-
Morgan Stanley New York, NY914KShares$16.6 Million0.0% of portfolio