Heritage Wealth Partners, LLC Spdr Dow Jones Industrial Average ETF Trust Transaction History

Heritage Wealth Partners, LLC

$85 Billion
Q3 2024

A detailed history of Heritage Wealth Partners, LLC transactions in Spdr Dow Jones Industrial Average ETF Trust stock. As of the latest transaction made, Heritage Wealth Partners, LLC holds 9,760 shares of DIA stock, worth $4.12 Million. This represents 4.86% of its overall portfolio holdings.

Number of Shares

9,760

Previous 11,477 14.96%

Holding current value

$4.12 Million

Previous $4.49 Billion 8.01%

% of portfolio

4.86%

Previous 6.5%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 08, 2024	SELL	$386.81 - $423.12 $664,152 - $726,497	-1,717 Reduced 14.96%	9,760 $4.13 Billion
Q2 2024 Jul 05, 2024	BUY	$377.31 - $399.95 $2.03 Million - $2.16 Million	5,391 Added 88.58%	11,477 $4.49 Billion
Q4 2023 Jan 19, 2024	SELL	$324.19 - $377.03 $407,182 - $473,549	-1,256 Reduced 17.11%	6,086 $2.29 Billion
Q3 2023 Oct 18, 2023	BUY	$334.95 - $356.2 $1.48 Million - $1.57 Million	4,408 Added 150.24%	7,342 $2.46 Billion
Q2 2023 Aug 11, 2023	BUY	$327.75 - $344.77 $961,618 - $1.01 Million	2,934 New	2,934 $1.01 Billion

Others Institutions Holding DIA

# of Institutions

1,301

Shares Held

31.8M

Call Options Held

7.09M

Put Options Held

10.2M

View Full List

About SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST

Ticker DIA
Exchange NYSE
Sector ETFs
Industry ETFs

More about DIA

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Heritage Wealth Partners, LLC Spdr Dow Jones Industrial Average ETF Trust Transaction History