Walkner Condon Financial Advisors LLC Columbia ETF Tr I Diversified Transaction History

Walkner Condon Financial Advisors LLC

  • $482 Million
  • Q1 2025

A detailed history of Walkner Condon Financial Advisors LLC transactions in Columbia ETF Tr I Diversified stock. As of the latest transaction made, Walkner Condon Financial Advisors LLC holds 15,390 shares of DIAL stock, worth $271,941. This represents 0.06% of its overall portfolio holdings.

Number of Shares
15,390
Previous 15,610 1.41%
Holding current value
$271,941
Previous $273,000 0.73%
% of portfolio
0.06%
Previous 0.06%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 22, 2025
SELL
$17.36 - $17.95 $3,819 - $3,949
-220 Reduced 1.41%
15,390 $275,000
Q4 2024

Jan 29, 2025
SELL
$17.52 - $18.45 $4,730 - $4,981
-270 Reduced 1.7%
15,610 $273,000
Q2 2024

Jul 26, 2024
BUY
$17.21 - $17.79 $15,489 - $16,011
900 Added 6.01%
15,880 $280,000
Q1 2024

Apr 22, 2024
SELL
$17.51 - $18.01 $1,751 - $1,801
-100 Reduced 0.66%
14,980 $266,000
Q4 2023

Jan 23, 2024
BUY
$16.36 - $18.14 $23,885 - $26,484
1,460 Added 10.72%
15,080 $272,000
Q3 2023

Oct 19, 2023
BUY
$16.79 - $17.77 $228,679 - $242,027
13,620 New
13,620 $229,000

Others Institutions Holding DIAL

# of Institutions
52
Shares Held
13.6M
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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