WealthPlan Investment Management, LLC - COLUMBIA ETF TR I ownership

COLUMBIA ETF TR I's ticker is and the CUSIP is 19761L870. A total of 9 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
WealthPlan Investment Management, LLC ownership history of COLUMBIA ETF TR I
ValueSharesWeighting
Q4 2023$3,499,801
+7.5%
156,448
-6.8%
0.56%
-2.4%
Q3 2023$3,254,910167,8810.58%
Other shareholders
COLUMBIA ETF TR I shareholders Q3 2023
NameSharesValueWeighting ↓
WealthPlan Investment Management, LLC 167,881$3,254,9100.58%
WealthPLAN Partners, LLC 195,504$3,790,4710.44%
Next Level Private LLC 17,503$339,4410.22%
Operose Advisors LLC 2,700$52,3480.02%
AMERIPRISE FINANCIAL INC 640,850$12,424,9280.00%
RESOURCES MANAGEMENT CORP /CT/ /ADV 1,065$210.00%
OSAIC HOLDINGS, INC. 6,823$132,2850.00%
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0$00.00%
UBS Group AG 2,233$43,2930.00%
View complete list of COLUMBIA ETF TR I shareholders