WealthPLAN Partners, LLC
Position in DIAL — Columbia Diversified Fixed Income Allocation ETF
CIK 1639943
OMAHA, NE
All Filings in DIAL
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2024-09-30 DIAL | $210,431 | 11,387 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 DIAL | $205,717 | 11,660 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 DIAL | $203,859 | 11,465 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 DIAL | $206,816 | 11,458 | Shares | Sole | 2024-01-05 | |
| 2023-09-30 DIAL | $191,582 | 11,380 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 DIAL | $196,439 | 11,155 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 DIAL | $189,975 | 10,631 | Shares | Other | 2023-05-10 | |
| 2022-12-31 DIAL | $219,444 | 12,692 | Shares | Other | 2023-02-16 | |
| 2022-03-31 DIAL | $322,695 | 16,557 | Shares | Other | 2022-05-03 | |
| 2021-12-31 DIAL | $1,090,986 | 51,196 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 DIAL | $1,118,088 | 52,345 | Shares | Sole | 2021-12-09 | |
| 2021-06-30 DIAL | $3,672,723 | 170,428 | Shares | Other | 2021-08-19 | |
| 2021-03-31 DIAL | $3,525,455 | 166,925 | Shares | Other | 2021-05-11 | |
| 2020-12-31 DIAL | $3,345,264 | 151,438 | Shares | Other | 2021-02-09 | |
| 2020-09-30 DIAL | $3,639,275 | 169,190 | Shares | Other | 2020-12-18 | |
| 2020-06-30 DIAL | $3,236,196 | 153,229 | Shares | Other | 2020-08-19 | |
| No filing history on record for this holder in this stock. | ||||||