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Columbia FDS SER TR I

Q4 2021 vs Q3 2023

Comparing institutional holders between quarters

Quarters

Q3 2023Q4 2021Q2 2021Q1 2014Q3 2013
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
1776 Wealth LLC
NEW
Shares229,367
Change+229,367
Value$4.8M
Filed 2023-11-02
Bull Oak Capital, LLC
NEW
Shares97
Change+97
Value$2.0K
Filed 2023-11-01
Barrett Asset Management, LLC
N/A
Shares— from 249
Change-249 (-100%)
Value—
Status
1776 Wealth LLC
NEW229,367—+229,367——$4.8M—2023-11-02
Bull Oak Capital, LLC
NEW97—+97——$2.0K—2023-11-01
Barrett Asset Management, LLC
N/A—249-249-100%$7———
Showing 3 of 3 institutions