ENZI WEALTH - 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 Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
ENZI WEALTH ownership history of COLUMBIA ETF TR I
ValueSharesWeighting
Q2 2023$1,131,718
-72.6%
63,687
-72.7%
0.58%
-72.9%
Q1 2023$4,135,972
-57.8%
233,407
-57.1%
2.12%
-54.6%
Q4 2022$9,802,134
-11.5%
544,563
-15.1%
4.68%
-13.8%
Q3 2022$11,076,000641,3295.43%
Other shareholders
COLUMBIA ETF TR I shareholders Q3 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