Wealth Plan Investment Management, LLC Spdr Dow Jones Industrial Average ETF Trust Transaction History

Wealth Plan Investment Management, LLC

  • $944 Million
  • Q4 2024

A detailed history of Wealth Plan Investment Management, LLC transactions in Spdr Dow Jones Industrial Average ETF Trust stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 880 shares of DIA stock, worth $376,868. This represents 0.04% of its overall portfolio holdings.

Number of Shares
880
Previous 548 60.58%
Holding current value
$376,868
Previous $231,000 61.9%
% of portfolio
0.04%
Previous 0.03%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 30, 2025
BUY
$417.69 - $450.94 $138,673 - $149,712
332 Added 60.58%
880 $374,000
Q3 2024

Nov 05, 2024
BUY
$386.81 - $423.12 $211,971 - $231,869
548 New
548 $231,000

Others Institutions Holding DIA

# of Institutions
1,453
Shares Held
36.7M
Call Options Held
10.2M
Put Options Held
10.1M
View Full List

About SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST

DIA Quotes by TradingView
  • Ticker DIA
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about DIA
Track This Portfolio

Track Wealth Plan Investment Management, LLC Portfolio

Follow Wealth Plan Investment Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Plan Investment Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Plan Investment Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email