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Columbia FDS SER TR I
CUSIP: 19765P596 | 6 institutional holders
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Q3 2023
Q4 2021
Q2 2021
Q1 2014
Q3 2013
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Institutional Holders — Q3 2023
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Shares — high to low
Value — high to low
% Portfolio — high to low
Institution — A to Z
1776 Wealth LLC
229,367
2.5% of portfolio
›
$4.8M
Bull Oak Capital, LLC
97
0.0% of portfolio
›
$2.0K
Institution
Shares ↓
Value
% Port.
Style
Turnover
Location
Filed
1776 Wealth LLC
229,367
$4.8M
2.5%
Growth
Very Low
Atlanta, GA
2023-11-02
Bull Oak Capital, LLC
97
$2.0K
0.0%
ETF
Very Low
Rancho Santa Fe, CA
2023-11-01