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
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $707 | -4.5% | 42 | 0.0% | 0.00% | – |
Q2 2023 | $740 | -1.5% | 42 | 0.0% | 0.00% | – |
Q1 2023 | $751 | +3.4% | 42 | 0.0% | 0.00% | – |
Q4 2022 | $726 | -27.4% | 42 | 0.0% | 0.00% | -100.0% |
Q3 2022 | $1,000 | 0.0% | 42 | 0.0% | 0.00% | – |
Q2 2022 | $1,000 | 0.0% | 42 | 0.0% | 0.00% | – |
Q1 2022 | $1,000 | 0.0% | 42 | 0.0% | 0.00% | – |
Q4 2021 | $1,000 | – | 42 | – | 0.00% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
TruWealth Advisors, LLC | 3,112,418 | $65,734,000 | 8.92% |
Prentice Wealth Management LLC | 484,541 | $10,234,000 | 5.70% |
OneDigital Investment Advisors LLC | 4,740,829 | $100,126,000 | 4.68% |
Legacy Wealth Partners, Inc. | 330,022 | $6,970,000 | 4.08% |
Signature Wealth Management Partners, LLC | 191,559 | $4,046,000 | 3.88% |
Sloy Dahl & Holst, LLC | 831,287 | $17,557,000 | 2.51% |
Advisory Resource Group | 245,422 | $5,183,000 | 2.42% |
Silicon Hills Wealth Management, LLC | 105,097 | $2,220,000 | 2.01% |
Schneider Downs Wealth Management Advisors, LP | 156,632 | $3,308,000 | 0.81% |
Financial Insights, Inc. | 50,827 | $1,073,000 | 0.79% |