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 2 filers reported holding COLUMBIA ETF TR I in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.

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 Q4 2023
NameSharesValueWeighting ↓
Live Oak Investment Partners 362,757$6,271,8525.76%
ENZI WEALTH 544,563$9,802,1344.68%
Prentice Wealth Management LLC 352,941$6,102,3503.08%
GYL FINANCIAL SYNERGIES, LLC 464,574$8,032,4891.74%
Signature Wealth Management Partners, LLC 56,573$978,1490.96%
Sloy Dahl & Holst, LLC 158,351$2,737,8890.96%
Ameritas Advisory Services, LLC 1,147,403$19,838,5950.92%
Millington Financial Advisors, LLC 53,146$918,8900.90%
Wayfinding Financial, LLC 53,928$1,1120.89%
Collaborative Wealth Managment Inc. 56,598$978,5750.64%
View complete list of COLUMBIA ETF TR I shareholders