Wealth Plan Partners, LLC Columbia ETF Tr I Diversified Transaction History

Wealth Plan Partners, LLC

$745 Billion
Q3 2024

A detailed history of Wealth Plan Partners, LLC transactions in Columbia ETF Tr I Diversified stock. As of the latest transaction made, Wealth Plan Partners, LLC holds 11,387 shares of DIAL stock, worth $202,688. This represents 0.03% of its overall portfolio holdings.

Number of Shares

11,387

Previous 11,660 2.34%

Holding current value

$202,688

Previous $206 Million 2.29%

% of portfolio

0.03%

Previous 0.02%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 05, 2024	SELL	$17.48 - $18.51 $4,772 - $5,053	-273 Reduced 2.34%	11,387 $210 Million
Q2 2024 Aug 09, 2024	BUY	$17.21 - $17.79 $3,355 - $3,469	195 Added 1.7%	11,660 $206 Million
Q1 2024 May 07, 2024	BUY	$17.51 - $18.01 $122 - $126	7 Added 0.06%	11,465 $204 Million
Q4 2023 Jan 05, 2024	BUY	$16.36 - $18.14 $1,276 - $1,414	78 Added 0.69%	11,458 $207 Million
Q3 2023 Nov 01, 2023	BUY	$16.79 - $17.77 $3,777 - $3,998	225 Added 2.02%	11,380 $192 Million
Q2 2023 Jul 31, 2023	BUY	$17.35 - $17.91 $9,091 - $9,384	524 Added 4.93%	11,155 $196 Million
Q1 2023 May 10, 2023	SELL	$17.21 - $18.22 $35,469 - $37,551	-2,061 Reduced 16.24%	10,631 $190 Million
Q4 2022 Feb 16, 2023	SELL	$16.4 - $17.91 $63,385 - $69,222	-3,865 Reduced 23.34%	12,692 $224 Million
Q1 2022 May 03, 2022	SELL	$19.15 - $21.13 $663,336 - $731,922	-34,639 Reduced 67.66%	16,557 $303,000
Q4 2021 Feb 01, 2022	SELL	$21.05 - $21.47 $24,186 - $24,669	-1,149 Reduced 2.2%	51,196 $1.06 Million
Q3 2021 Dec 09, 2021	SELL	$21.36 - $21.73 $2.52 Million - $2.57 Million	-118,083 Reduced 69.29%	52,345 $0
Q2 2021 Aug 19, 2021	BUY	$21.15 - $21.59 $74,088 - $75,629	3,503 Added 2.1%	170,428 $3.67 Million
Q1 2021 May 11, 2021	BUY	$21.05 - $22.04 $326,001 - $341,333	15,487 Added 10.23%	166,925 $3.57 Million
Q4 2020 Feb 09, 2021	SELL	$21.41 - $22.09 $380,070 - $392,141	-17,752 Reduced 10.49%	151,438 $3.31 Million
Q3 2020 Dec 18, 2020	BUY	$21.06 - $21.83 $336,138 - $348,428	15,961 Added 10.42%	169,190 $3.68 Million
Q2 2020 Aug 19, 2020	BUY	$19.65 - $21.3 $3.01 Million - $3.26 Million	153,229 New	153,229 $3.32 Million

Others Institutions Holding DIAL

# of Institutions

Shares Held

14M

Call Options Held

Put Options Held

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About COLUMBIA ETF TR I DIVERSIFIED

Ticker DIAL
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Wealth Plan Partners, LLC Columbia ETF Tr I Diversified Transaction History