Q3 2024 13F Holders as of 30 Sep 2024
-
Type / Class
-
Equity / DIVERSIFID FXD
-
Total 13F shares
-
14,015,190
-
Share change
-
+695,754
-
Total reported value
-
$258,992,931
-
Price per share
-
$18.48
-
Number of holders
-
56
-
Value change
-
+$13,343,074
-
Number of buys
-
23
-
Number of sells
-
28
Institutional Holders of COLUMBIA ETF TR I - DIVERSIFID FXD (DIAL) as of Q3 2024
As of 30 Sep 2024,
COLUMBIA ETF TR I - DIVERSIFID FXD (DIAL) was held by
56 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
14,015,190 shares.
The largest 10 holders included
AMERIPRISE FINANCIAL INC, BANK OF AMERICA CORP /DE/, Pine Valley Investments Ltd Liability Co, MORGAN STANLEY, LPL Financial LLC, UBS Group AG, WELLS FARGO & COMPANY/MN, Prentice Wealth Management LLC, TruNorth Capital Management, LLC, and JPMORGAN CHASE & CO.
This page lists
57
institutional shareholders reporting positions in this security
for the Q3 2024 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.