Org Partners LLC Columbia ETF Tr I Diversified Transaction History

Org Partners LLC

$588 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Jul 25, 2023	SELL	$17.35 - $17.91 $5,100 - $5,265	-294 Reduced 2.0%	14,395 $253 Million
Q1 2023 Jun 01, 2023	BUY	$17.21 - $18.22 $252,797 - $267,633	14,689 New	14,689 $262 Million

Others Institutions Holding DIAL

# of Institutions

57

Shares Held

14M

Call Options Held

0

Put Options Held

0

Ameriprise Financial Inc Minneapolis, MN

6.52M
Shares

$116 Million
0.03% of portfolio
Bank Of America Corp Charlotte, NC

1.12M
Shares

$19.9 Million
0.0% of portfolio
Pine Valley Investments LTD Liability CO Marlton, NJ

1.11M
Shares

$19.8 Million
1.24% of portfolio
Morgan Stanley New York, NY

995K
Shares

$17.7 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

685K
Shares

$12.2 Million
0.01% of portfolio

About COLUMBIA ETF TR I DIVERSIFIED

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