Pfs Investments Inc. Columbia ETF Tr I Diversified Transaction History

Pfs Investments Inc.

$6.12 Billion
Q2 2023

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 12, 2022	SELL	$17.32 - $19.44 $11.8 Million - $13.2 Million	-680,168 Closed	0 $0
Q1 2022 May 16, 2022	BUY	$19.15 - $21.13 $13 Million - $14.4 Million	680,168 New	680,168 $13.3 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

$19.8 Million
0.0% of portfolio
Pine Valley Investments LTD Liability CO Marlton, NJ

1.11M
Shares

$19.7 Million
1.24% of portfolio
Morgan Stanley New York, NY

995K
Shares

$17.6 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

685K
Shares

$12.1 Million
0.01% of portfolio

About COLUMBIA ETF TR I DIVERSIFIED

Ticker DIAL
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