Wealth Plan Partners, LLC Columbia ETF Tr I Diversified Transaction History
Wealth Plan Partners, LLC
- $745 Billion
- Q3 2024
A detailed history of Wealth Plan Partners, LLC transactions in Columbia ETF Tr I Diversified stock. As of the latest transaction made, Wealth Plan Partners, LLC holds 11,387 shares of DIAL stock, worth $200,525. This represents 0.03% of its overall portfolio holdings.
Number of Shares
11,387
Previous 11,660
2.34%
Holding current value
$200,525
Previous $206 Million
2.29%
% of portfolio
0.03%
Previous 0.02%
Shares
16 transactions
Others Institutions Holding DIAL
# of Institutions
57Shares Held
14MCall Options Held
0Put Options Held
0-
Ameriprise Financial Inc Minneapolis, MN6.52MShares$115 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC1.12MShares$19.7 Million0.0% of portfolio
-
Pine Valley Investments LTD Liability CO Marlton, NJ1.11MShares$19.6 Million1.24% of portfolio
-
Morgan Stanley New York, NY995KShares$17.5 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC685KShares$12.1 Million0.01% of portfolio