Syverson Strege & CO Columbia ETF Tr I Diversified Transaction History

Syverson Strege & CO

$277 Million
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 03, 2023	SELL	$17.21 - $18.22 $20,376 - $21,572	-1,184 Reduced 93.08%	88 $1,000
Q4 2022 Feb 06, 2023	SELL	$16.4 - $17.91 $57,613 - $62,917	-3,513 Reduced 73.42%	1,272 $21,000
Q3 2022 Nov 09, 2022	SELL	$16.55 - $18.63 $5.3 Million - $5.96 Million	-320,121 Reduced 98.53%	4,785 $80,000
Q2 2022 Aug 11, 2022	BUY	$17.32 - $19.44 $2.76 Million - $3.1 Million	159,243 Added 96.12%	324,906 $5.74 Million
Q1 2022 Apr 13, 2022	BUY	$19.15 - $21.13 $64,554 - $71,229	3,371 Added 2.08%	165,663 $3.23 Million
Q4 2021 Jan 19, 2022	BUY	$21.05 - $21.47 $212,941 - $217,190	10,116 Added 6.65%	162,292 $3.46 Million
Q3 2021 Nov 02, 2021	BUY	$21.36 - $21.73 $122,734 - $124,860	5,746 Added 3.92%	152,176 $3.25 Million
Q2 2021 Aug 04, 2021	BUY	$21.15 - $21.59 $3.02 Million - $3.08 Million	142,877 Added 4021.31%	146,430 $3.16 Million
Q1 2021 May 07, 2021	BUY	$21.05 - $22.04 $74,790 - $78,308	3,553 New	3,553 $75,000

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

$115 Million
0.03% of portfolio
Bank Of America Corp Charlotte, NC

1.12M
Shares

$19.7 Million
0.0% of portfolio
Pine Valley Investments LTD Liability CO Marlton, NJ

1.11M
Shares

$19.6 Million
1.24% of portfolio
Morgan Stanley New York, NY

995K
Shares

$17.5 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

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