IHT Wealth Management, LLC - COLUMBIA ETF TR I ownership

COLUMBIA ETF TR I's ticker is DIAL and the CUSIP is 19761L508. A total of 59 filers reported holding COLUMBIA ETF TR I in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
IHT Wealth Management, LLC ownership history of COLUMBIA ETF TR I
ValueSharesWeighting
Q3 2023$270,439
-11.0%
16,064
-6.9%
0.01%
-12.5%
Q2 2023$303,701
+2.6%
17,246
+4.1%
0.02%
-5.9%
Q1 2023$295,944
-12.2%
16,561
-15.1%
0.02%
-19.0%
Q4 2022$337,120
-3.1%
19,498
-6.4%
0.02%
-19.2%
Q3 2022$348,00020,8280.03%
Other shareholders
COLUMBIA ETF TR I shareholders Q3 2023
NameSharesValueWeighting ↓
OneDigital Investment Advisors LLC 5,255,034$92,804,0003.98%
Syverson Strege & Co 324,906$5,738,0002.11%
Signature Wealth Management Partners, LLC 109,086$1,927,0001.97%
Ameritas Advisory Services, LLC 1,546,283$27,307,0001.58%
Stegent Equity Advisors, Inc. 65,410$1,156,0001.50%
Prentice Wealth Management LLC 52,964$935,0000.95%
Financial Insights, Inc. 46,311$818,0000.83%
Schneider Downs Wealth Management Advisors, LP 168,128$2,969,0000.83%
Sloy Dahl & Holst, LLC 179,876$3,177,0000.76%
Collaborative Wealth Managment Inc. 62,162$1,098,0000.72%
View complete list of COLUMBIA ETF TR I shareholders