Tyler Stone Wealth Management Columbia ETF Tr I Diversified Transaction History

Tyler Stone Wealth Management

$510 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 12, 2022	SELL	$19.15 - $21.13 $19,150 - $21,130	-1,000 Closed	0 $0
Q4 2021 Feb 22, 2022	BUY	$21.05 - $21.47 $21,050 - $21,470	1,000 New	1,000 $21,000

Others Institutions Holding DIAL

# of Institutions

57

Shares Held

13.8M

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

$19.9 Million
0.0% of portfolio
Morgan Stanley New York, NY

995K
Shares

$17.7 Million
0.0% of portfolio
Pine Valley Investments LTD Liability CO Marlton, NJ

929K
Shares

$16.5 Million
1.07% of portfolio
Lpl Financial LLC Fort Mill, SC

685K
Shares

$12.2 Million
0.01% of portfolio

About COLUMBIA ETF TR I DIVERSIFIED

Ticker DIAL
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