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 68 filers reported holding COLUMBIA ETF TR I in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Strategic Family Wealth Counselors, L.L.C. ownership history of COLUMBIA ETF TR I
ValueSharesWeighting
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 Q3 2022
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