Walkner Condon Financial Advisors LLC Columbia ETF Tr I Diversified Transaction History

Walkner Condon Financial Advisors LLC

$612 Million
Q3 2025

A detailed history of Walkner Condon Financial Advisors LLC transactions in Columbia ETF Tr I Diversified stock. As of the latest transaction made, Walkner Condon Financial Advisors LLC holds 16,790 shares of DIAL stock, worth $309,775. This represents 0.05% of its overall portfolio holdings.

Number of Shares

16,790

Previous 15,880 5.73%

Holding current value

$309,775

Previous $289,000 6.92%

% of portfolio

0.05%

Previous 0.05%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 28, 2025	BUY	$17.97 - $18.51 $16,352 - $16,844	910 Added 5.73%	16,790 $309,000
Q2 2025 Aug 06, 2025	BUY	$17.43 - $18.21 $8,540 - $8,922	490 Added 3.18%	15,880 $289,000
Q1 2025 Apr 22, 2025	SELL	$17.36 - $17.95 $3,819 - $3,949	-220 Reduced 1.41%	15,390 $275,000
Q4 2024 Jan 29, 2025	SELL	$17.52 - $18.45 $4,730 - $4,981	-270 Reduced 1.7%	15,610 $273,000
Q2 2024 Jul 26, 2024	BUY	$17.21 - $17.79 $15,489 - $16,011	900 Added 6.01%	15,880 $280,000
Q1 2024 Apr 22, 2024	SELL	$17.51 - $18.01 $1,751 - $1,801	-100 Reduced 0.66%	14,980 $266,000
Q4 2023 Jan 23, 2024	BUY	$16.36 - $18.14 $23,885 - $26,484	1,460 Added 10.72%	15,080 $272,000
Q3 2023 Oct 19, 2023	BUY	$16.79 - $17.77 $228,679 - $242,027	13,620 New	13,620 $229,000

Others Institutions Holding DIAL

# of Institutions

Shares Held

13.5M

Call Options Held

Put Options Held

View Full List

About COLUMBIA ETF TR I DIVERSIFIED

Ticker DIAL
Sector ETFs
Industry ETFs

More about DIAL

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Walkner Condon Financial Advisors LLC Columbia ETF Tr I Diversified Transaction History