Tru Wealth Advisors, LLC Columbia ETF Tr I Diversified Transaction History

Tru Wealth Advisors, LLC

$1.61 Billion
Q3 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 22, 2022	SELL	$17.32 - $19.44 $196,651 - $220,721	-11,354 Reduced 40.69%	16,550 $292,000
Q1 2022 Apr 27, 2022	SELL	$19.15 - $21.13 $63.4 Million - $69.9 Million	-3,308,264 Reduced 99.16%	27,904 $544,000
Q4 2021 Jan 19, 2022	BUY	$21.05 - $21.47 $3.38 Million - $3.44 Million	160,412 Added 5.05%	3,336,168 $71.1 Million
Q3 2021 Oct 29, 2021	BUY	$21.36 - $21.73 $2.49 Million - $2.53 Million	116,629 Added 3.81%	3,175,756 $67.8 Million
Q2 2021 Jul 29, 2021	SELL	$21.15 - $21.59 $1.13 Million - $1.15 Million	-53,291 Reduced 1.71%	3,059,127 $65.9 Million
Q1 2021 May 10, 2021	BUY	$21.05 - $22.04 $12 Million - $12.6 Million	571,190 Added 22.48%	3,112,418 $65.7 Million
Q4 2020 Jan 26, 2021	BUY	$21.41 - $22.09 $54.4 Million - $56.1 Million	2,541,228 New	2,541,228 $56.1 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

$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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