Wealth Plan Investment Management, LLC Columbia ETF Tr I Diversified Transaction History

Wealth Plan Investment Management, LLC

$944 Million
Q4 2024

A detailed history of Wealth Plan Investment Management, LLC transactions in Columbia ETF Tr I Diversified stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 11,753 shares of DIAL stock, worth $208,145. This represents 0.02% of its overall portfolio holdings.

Number of Shares

11,753

Holding current value

$208,145

% of portfolio

0.02%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	BUY	$17.52 - $18.45 $205,912 - $216,842	11,753 New	11,753 $206,000
Q3 2023 Nov 09, 2023	BUY	$16.79 - $17.77 $154,048 - $163,039	9,175 Added 416.1%	11,380 $191,000
Q2 2023 Aug 14, 2023	BUY	$17.35 - $17.91 $29,963 - $30,930	1,727 Added 361.3%	2,205 $38,000
Q2 2023 Jul 25, 2023	SELL	$17.35 - $17.91 $33,797 - $34,888	-1,948 Reduced 80.3%	478 $8,000
Q1 2023 May 08, 2023	SELL	$17.21 - $18.22 $176,677 - $187,046	-10,266 Reduced 80.89%	2,426 $43,000
Q4 2022 Feb 15, 2023	BUY	$16.4 - $17.91 $4,247 - $4,638	259 Added 2.08%	12,692 $219,000
Q3 2022 Dec 12, 2022	SELL	$16.55 - $18.63 $68,252 - $76,830	-4,124 Reduced 24.91%	12,433 $222,000
Q1 2022 Sep 07, 2022	BUY	$19.15 - $21.13 $317,066 - $349,849	16,557 New	16,557 $303,000

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

Ticker DIAL
Sector ETFs
Industry ETFs

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Wealth Plan Investment Management, LLC Columbia ETF Tr I Diversified Transaction History