Advisory Resource Group Columbia ETF Tr I Diversified Transaction History

Advisory Resource Group

$395 Million
Q2 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Apr 06, 2022	SELL	$19.15 - $21.13 $8.41 Million - $9.28 Million	-439,229 Closed	0 $0
Q4 2021 Feb 08, 2022	BUY	$21.05 - $21.47 $1.23 Million - $1.25 Million	58,246 Added 15.29%	439,229 $9.08 Million
Q3 2021 Oct 26, 2021	BUY	$21.36 - $21.73 $1.1 Million - $1.12 Million	51,663 Added 15.69%	380,983 $8.14 Million
Q2 2021 Aug 19, 2021	BUY	$21.15 - $21.59 $1.77 Million - $1.81 Million	83,898 Added 34.19%	329,320 $7.1 Million
Q1 2021 May 24, 2021	BUY	$21.05 - $22.04 $403,907 - $422,903	19,188 Added 8.48%	245,422 $5.18 Million
Q4 2020 Feb 23, 2021	BUY	$21.41 - $22.09 $2.53 Million - $2.61 Million	118,058 Added 109.14%	226,234 $5 Million
Q3 2020 Dec 09, 2020	BUY	$21.06 - $21.83 $2.28 Million - $2.36 Million	108,176 New	108,176 $2.33 Million

Others Institutions Holding DIAL

# of Institutions

58

Shares Held

13.2M

Call Options Held

0

Put Options Held

0

Ameriprise Financial Inc Minneapolis, MN

5.97M
Shares

$107 Million
0.03% of portfolio
Pine Valley Investments LTD Liability CO Marlton, NJ

929K
Shares

$16.7 Million
1.07% of portfolio
Morgan Stanley New York, NY

914K
Shares

$16.4 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

797K
Shares

$14.3 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

673K
Shares

$12.1 Million
0.01% of portfolio

About COLUMBIA ETF TR I DIVERSIFIED

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