COLUMBIA ETF TR I's ticker is DIAL and the CUSIP is 19761L508. A total of 64 filers reported holding COLUMBIA ETF TR I in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $37,915 | +8.7% | 2,149 | +9.6% | 0.01% | +7.7% |
Q1 2024 | $34,868 | +0.2% | 1,961 | +1.8% | 0.01% | -7.1% |
Q4 2023 | $34,783 | -55.9% | 1,927 | -58.9% | 0.01% | -61.1% |
Q3 2023 | $78,873 | -2.1% | 4,685 | +2.4% | 0.04% | -2.7% |
Q2 2023 | $80,566 | +207.6% | 4,575 | +202.0% | 0.04% | +184.6% |
Q4 2022 | $26,194 | – | 1,515 | – | 0.01% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
OneDigital Investment Advisors LLC | 5,255,034 | $92,804,000 | 3.98% |
Syverson Strege & Co | 324,906 | $5,738,000 | 2.11% |
Signature Wealth Management Partners, LLC | 109,086 | $1,927,000 | 1.97% |
Ameritas Advisory Services, LLC | 1,546,283 | $27,307,000 | 1.58% |
Stegent Equity Advisors, Inc. | 65,410 | $1,156,000 | 1.50% |
Prentice Wealth Management LLC | 52,964 | $935,000 | 0.95% |
Financial Insights, Inc. | 46,311 | $818,000 | 0.83% |
Schneider Downs Wealth Management Advisors, LP | 168,128 | $2,969,000 | 0.83% |
Sloy Dahl & Holst, LLC | 179,876 | $3,177,000 | 0.76% |
Collaborative Wealth Managment Inc. | 62,162 | $1,098,000 | 0.72% |