First Foundation Advisors Columbia ETF Tr I Diversified Transaction History

First Foundation Advisors

$2.58 Billion
Q3 2024

A detailed history of First Foundation Advisors transactions in Columbia ETF Tr I Diversified stock. As of the latest transaction made, First Foundation Advisors holds 45,704 shares of DIAL stock, worth $807,132. This represents 0.03% of its overall portfolio holdings.

Number of Shares

45,704

Previous 54,845 16.67%

Holding current value

$807,132

Previous $967,000 12.72%

% of portfolio

0.03%

Previous 0.04%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	SELL	$17.48 - $18.51 $159,784 - $169,199	-9,141 Reduced 16.67%	45,704 $844,000
Q2 2024 Aug 06, 2024	SELL	$17.21 - $17.79 $4,009 - $4,145	-233 Reduced 0.42%	54,845 $967,000
Q1 2024 May 09, 2024	SELL	$17.51 - $18.01 $903,428 - $929,225	-51,595 Reduced 48.37%	55,078 $979,000
Q4 2023 Feb 14, 2024	SELL	$16.36 - $18.14 $192,099 - $212,999	-11,742 Reduced 9.92%	106,673 $1.93 Million
Q3 2023 Nov 15, 2023	SELL	$16.79 - $17.77 $84,420 - $89,347	-5,028 Reduced 4.07%	118,415 $1.99 Million
Q2 2023 Aug 14, 2023	SELL	$17.35 - $17.91 $154,206 - $159,184	-8,888 Reduced 6.72%	123,443 $2.17 Million
Q1 2023 May 12, 2023	SELL	$17.21 - $18.22 $90,490 - $95,800	-5,258 Reduced 3.82%	132,331 $2.36 Million
Q4 2022 Feb 14, 2023	SELL	$16.4 - $17.91 $157,489 - $171,989	-9,603 Reduced 6.52%	137,589 $2.38 Million
Q3 2022 Nov 10, 2022	BUY	$16.55 - $18.63 $52,976 - $59,634	3,201 Added 2.22%	147,192 $2.46 Million
Q3 2022 Nov 10, 2022	BUY	$16.55 - $18.63 $52,976 - $59,634	3,201 Added 2.22%	147,192 $2.46 Million
Q2 2022 Aug 12, 2022	SELL	$17.32 - $19.44 $87,725 - $98,463	-5,065 Reduced 3.4%	143,991 $2.54 Million
Q1 2022 May 05, 2022	SELL	$19.15 - $21.13 $102,356 - $112,939	-5,345 Reduced 3.46%	149,056 $2.91 Million
Q4 2021 Feb 14, 2022	SELL	$21.05 - $21.47 $21,218 - $21,641	-1,008 Reduced 0.65%	154,401 $3.29 Million
Q3 2021 Nov 15, 2021	BUY	$21.36 - $21.73 $46,351 - $47,154	2,170 Added 1.42%	155,409 $3.32 Million
Q2 2021 Aug 13, 2021	BUY	$21.15 - $21.59 $850,885 - $868,587	40,231 Added 35.6%	153,239 $3.3 Million
Q1 2021 May 18, 2021	BUY	$21.05 - $22.04 $833,622 - $872,828	39,602 Added 53.95%	113,008 $2.39 Million
Q4 2020 Feb 16, 2021	SELL	$21.41 - $22.09 $1.2 Million - $1.24 Million	-56,030 Closed	0 $0
Q3 2020 Nov 12, 2020	BUY	$21.06 - $21.83 $975,667 - $1.01 Million	46,328 Added 477.51%	56,030 $1.21 Million
Q2 2020 Aug 14, 2020	BUY	$19.65 - $21.3 $190,644 - $206,652	9,702 New	9,702 $205,000

Others Institutions Holding DIAL

# of Institutions

Shares Held

14M

Call Options Held

Put Options Held

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About COLUMBIA ETF TR I DIVERSIFIED

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First Foundation Advisors Columbia ETF Tr I Diversified Transaction History