Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / DIVERSIFID FXD
-
Total 13F shares
-
26,665
-
Share change
-
+15,056
-
Total reported value
-
$481,304
-
Price per share
-
$18.05
-
Number of holders
-
2
-
Value change
-
+$271,761
-
Number of buys
-
1
-
Number of sells
-
1
Institutional Holders of COLUMBIA ETF TR I - DIVERSIFID FXD (DIAL) as of Q4 2023
As of 31 Dec 2023,
COLUMBIA ETF TR I - DIVERSIFID FXD (DIAL) was held by
2 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
26,665 shares.
The largest 10 holders included
AMERIPRISE FINANCIAL INC, MORGAN STANLEY, BANK OF AMERICA CORP /DE/, WELLS FARGO & COMPANY/MN, Pine Valley Investments Ltd Liability Co, JANE STREET GROUP, LLC, Prentice Wealth Management LLC, HBK Sorce Advisory LLC, New Insight Wealth Advisors, and LPL Financial LLC.
This page lists
65
institutional shareholders reporting positions in this security
for the Q4 2023 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.