New Insight Wealth Advisors Columbia ETF Tr I Diversified Transaction History

New Insight Wealth Advisors

  • $170 Billion
  • Q2 2024

A detailed history of New Insight Wealth Advisors transactions in Columbia ETF Tr I Diversified stock. As of the latest transaction made, New Insight Wealth Advisors holds 146,004 shares of DIAL stock, worth $2.62 Million. This represents 1.52% of its overall portfolio holdings.

Number of Shares
146,004
Previous 159,630 8.54%
Holding current value
$2.62 Million
Previous $2.84 Billion 9.24%
% of portfolio
1.52%
Previous 1.77%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 15, 2024
SELL
$17.21 - $17.79 $234,503 - $242,406
-13,626 Reduced 8.54%
146,004 $2.58 Billion
Q1 2024

May 08, 2024
BUY
$17.51 - $18.01 $99,176 - $102,008
5,664 Added 3.68%
159,630 $2.84 Billion
Q4 2023

May 08, 2024
BUY
$16.36 - $18.14 $2.52 Million - $2.79 Million
153,966 New
153,966 $2.78 Billion

Others Institutions Holding DIAL

# of Institutions
58
Shares Held
13.2M
Call Options Held
0
Put Options Held
0
View Full List

About COLUMBIA ETF TR I DIVERSIFIED

DIAL Quotes by TradingView
  • Ticker DIAL
  • Sector ETFs
  • Industry ETFs
More about DIAL
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