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

Walkner Condon Financial Advisors LLC

  • $686 Million
  • Q4 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 17,785 shares of DIAL stock, worth $325,821. This represents 0.05% of its overall portfolio holdings.

Number of Shares
17,785
Previous 16,790 5.93%
Holding current value
$325,821
Previous $309,000 5.18%
% of portfolio
0.05%
Previous 0.05%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 20, 2026
BUY
$18.31 - $18.56 $18,218 - $18,467
995 Added 5.93%
17,785 $325,000
Q3 2025

Oct 28, 2025
BUY
$17.97 - $18.51 $16,352 - $16,844
910 Added 5.73%
16,790 $309,000
Q2 2025

Aug 06, 2025
BUY
$17.43 - $18.21 $8,540 - $8,922
490 Added 3.18%
15,880 $289,000
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
58
Shares Held
14.8M
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
Track This Portfolio

Track Walkner Condon Financial Advisors LLC Portfolio

Follow Walkner Condon Financial Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Walkner Condon Financial Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Walkner Condon Financial Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email