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 ↓
Prentice Wealth Management LLC 398,818$6,714,1033.03%
Pine Valley Investments Ltd Liability Co 509,282$8,573,7560.78%
Millington Financial Advisors, LLC 48,892$823,0930.74%
Collaborative Wealth Managment Inc. 48,437$815,4300.49%
Imprint Wealth LLC 17,944$302,0870.26%
GYL FINANCIAL SYNERGIES, LLC 111,548$1,877,9170.18%
Gallacher Capital Management LLC 16,063$270,4200.17%
PALO ALTO WEALTH ADVISORS, LLC 11,375$191,4980.16%
Strategic Family Wealth Counselors, L.L.C. 17,650$297,1380.14%
HBK Sorce Advisory LLC 190,024$3,199,0550.14%
View complete list of COLUMBIA ETF TR I shareholders