Strategic Family Wealth Counselors, L.L.C. Columbia ETF Tr I Diversified Transaction History

Strategic Family Wealth Counselors, L.L.C.

$281 Million
Q3 2024

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 29, 2024	BUY	$16.36 - $18.14 $905,444 - $1 Million	55,345 Added 313.57%	72,995 $1.32 Million
Q4 2022 Jan 25, 2023	SELL	$16.4 - $17.91 $42,065 - $45,939	-2,565 Reduced 12.69%	17,650 $0
Q2 2022 Aug 11, 2022	SELL	$17.32 - $19.44 $171,000 - $191,931	-9,873 Reduced 32.81%	20,215 $357,000
Q1 2022 May 04, 2022	SELL	$19.15 - $21.13 $901,964 - $995,223	-47,100 Reduced 61.02%	30,088 $586,000
Q4 2021 Feb 08, 2022	BUY	$21.05 - $21.47 $1.62 Million - $1.66 Million	77,188 New	77,188 $1.65 Million

Others Institutions Holding DIAL

# of Institutions

Shares Held

14M

Call Options Held

Put Options Held

Ameriprise Financial Inc Minneapolis, MN

6.52M
Shares

$117 Million
0.03% of portfolio
Bank Of America Corp Charlotte, NC

1.12M
Shares

$20.1 Million
0.0% of portfolio
Pine Valley Investments LTD Liability CO Marlton, NJ

1.11M
Shares

$20 Million
1.24% of portfolio
Morgan Stanley New York, NY

995K
Shares

$17.9 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

685K
Shares

$12.3 Million
0.01% of portfolio

View Full List

About COLUMBIA ETF TR I DIVERSIFIED

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