Warren Averett Asset Management, LLC Columbia ETF Tr I Diversified Transaction History

Warren Averett Asset Management, LLC

  • $9.72 Billion
  • Q3 2025

A detailed history of Warren Averett Asset Management, LLC transactions in Columbia ETF Tr I Diversified stock. As of the latest transaction made, Warren Averett Asset Management, LLC holds 10,412 shares of DIAL stock, worth $190,747. This represents 0.0% of its overall portfolio holdings.

Number of Shares
10,412
Previous 11,812 11.85%
Holding current value
$190,747
Previous $215,000 10.7%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
SELL
$17.97 - $18.51 $25,158 - $25,914
-1,400 Reduced 11.85%
10,412 $192,000
Q2 2025

Aug 14, 2025
SELL
$17.43 - $18.21 $26,145 - $27,315
-1,500 Reduced 11.27%
11,812 $215,000
Q1 2025

May 15, 2025
BUY
$17.36 - $17.95 $231,096 - $238,950
13,312 New
13,312 $238,000

Others Institutions Holding DIAL

# of Institutions
58
Shares Held
14.9M
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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