HBK Sorce Advisory LLC
Position in DIAL — Columbia Diversified Fixed Income Allocation ETF
CIK 1379995
ERIE, PA
All Filings in DIAL
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2024-09-30 DIAL | $1,167,603 | 63,182 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 DIAL | $1,265,938 | 71,753 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 DIAL | $2,165,494 | 121,787 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 DIAL | $3,219,957 | 178,391 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 DIAL | $3,199,054 | 190,024 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 DIAL | $3,932,242 | 223,296 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 DIAL | $4,078,523 | 228,233 | Shares | Sole | 2023-08-15 | |
| 2022-06-30 DIAL | $1,363,352 | 77,200 | Shares | Sole | 2022-08-15 | |
| No filing history on record for this holder in this stock. | ||||||