A detailed history of Cassaday & CO Wealth Management LLC transactions in Spdr Dow Jones Industrial Average ETF Trust stock. As of the latest transaction made, Cassaday & CO Wealth Management LLC holds 1,642 shares of DIA stock, worth $774,695. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,642
Previous 1,648 0.36%
Holding current value
$774,695
Previous $726,000 4.82%
% of portfolio
0.02%
Previous 0.02%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 07, 2025

SELL
$435.72 - $463.74 $2,614 - $2,782
-6 Reduced 0.36%
1,642 $761,000
Q2 2025

Aug 05, 2025

BUY
$376.48 - $440.65 $128,756 - $150,702
342 Added 26.19%
1,648 $726,000
Q4 2024

Feb 03, 2025

SELL
$417.69 - $450.94 $6,265 - $6,764
-15 Reduced 1.14%
1,306 $555,000
Q3 2024

Nov 07, 2024

SELL
$386.81 - $423.12 $3,481 - $3,808
-9 Reduced 0.68%
1,321 $558,000
Q2 2024

Jul 30, 2024

BUY
$377.31 - $399.95 $501,822 - $531,933
1,330 New
1,330 $520,000
Q3 2023

Nov 06, 2023

BUY
$334.95 - $356.2 $275,998 - $293,508
824 New
824 $275,000
Q4 2022

Feb 07, 2023

BUY
$291.96 - $346.06 $202,620 - $240,165
694 New
694 $0

Others Institutions Holding DIA

About SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST


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

Track Cassaday & CO Wealth Management LLC Portfolio

Follow Cassaday & CO Wealth 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 Cassaday & CO Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cassaday & CO Wealth Management LLC with notifications on news.