Prentice Wealth Management LLC Columbia ETF Tr I Diversified Transaction History
Prentice Wealth Management LLC
- $284 Million
- Q1 2024
A detailed history of Prentice Wealth Management LLC transactions in Columbia ETF Tr I Diversified stock. As of the latest transaction made, Prentice Wealth Management LLC holds 442,263 shares of DIAL stock, worth $7.8 Million. This represents 2.77% of its overall portfolio holdings.
Number of Shares
442,263
Previous 423,867
4.34%
Holding current value
$7.8 Million
Previous $7.65 Million
2.78%
% of portfolio
2.77%
Previous 3.01%
Shares
14 transactions
Others Institutions Holding DIAL
# of Institutions
61Shares Held
15.9MCall Options Held
0Put Options Held
0-
Ameriprise Financial Inc Minneapolis, MN8.32MShares$147 Million0.04% of portfolio
-
Morgan Stanley New York, NY1.01MShares$17.9 Million0.0% of portfolio
-
Pine Valley Investments LTD Liability CO Marlton, NJ898KShares$15.8 Million1.07% of portfolio
-
Bank Of America Corp Charlotte, NC869KShares$15.3 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA627KShares$11.1 Million0.0% of portfolio