Strategic Family Wealth Counselors, L.L.C. - 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 Q2 2024. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Strategic Family Wealth Counselors, L.L.C. ownership history of COLUMBIA ETF TR I
ValueSharesWeighting
Q4 2023$1,317,560
+343.4%
72,995
+313.6%
0.55%
+286.0%
Q3 2023$297,138
-4.4%
17,6500.0%0.14%0.0%
Q2 2023$310,817
-1.5%
17,6500.0%0.14%
-4.0%
Q1 2023$315,406
+3.4%
17,6500.0%0.15%
-1.3%
Q4 2022$305,168
-9.7%
17,650
-12.7%
0.15%
-9.0%
Q3 2022$338,000
-5.3%
20,2150.0%0.17%
-2.9%
Q2 2022$357,000
-39.1%
20,215
-32.8%
0.17%
-27.5%
Q1 2022$586,000
-64.4%
30,088
-61.0%
0.24%
-55.2%
Q4 2021$1,645,00077,1880.53%
Other shareholders
COLUMBIA ETF TR I shareholders Q2 2024
NameSharesValueWeighting ↓
OneDigital Investment Advisors LLC 6,446,223$125,637,0004.74%
Sweet Financial Partners, LLC 844,906$16,467,0004.41%
Naviter Wealth, LLC 593,850$11,574,0003.86%
Syverson Strege & Co 165,663$3,229,0003.51%
Signature Wealth Management Partners, LLC 118,379$2,307,0001.97%
Stegent Equity Advisors, Inc. 76,047$1,482,0001.25%
Financial Insights, Inc. 69,689$1,358,0001.25%
Ameritas Advisory Services, LLC 1,476,840$28,784,0001.05%
Prentice Wealth Management LLC 112,755$2,193,0001.05%
BIVIN & ASSOCIATES, INC. 56,633$1,104,0001.01%
View complete list of COLUMBIA ETF TR I shareholders