Holistic Planning, LLC Spdr Dow Jones Industrial Average ETF Trust Transaction History

Holistic Planning, LLC

$381 Billion
Q3 2025

A detailed history of Holistic Planning, LLC transactions in Spdr Dow Jones Industrial Average ETF Trust stock. As of the latest transaction made, Holistic Planning, LLC holds 3,128 shares of DIA stock, worth $1.48 Million. This represents 0.38% of its overall portfolio holdings.

Number of Shares

3,128

Previous 3,116 0.39%

Holding current value

$1.48 Million

Previous $1.37 Billion 5.65%

% of portfolio

0.38%

Previous 0.39%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 04, 2025	BUY	$435.72 - $463.74 $5,228 - $5,564	12 Added 0.39%	3,128 $1.45 Billion
Q2 2025 Jul 28, 2025	BUY	$376.48 - $440.65 $1,882 - $2,203	5 Added 0.16%	3,116 $1.37 Billion
Q1 2025 Apr 23, 2025	BUY	$408.78 - $448.82 $149,613 - $164,268	366 Added 13.33%	3,111 $1.31 Billion
Q4 2024 Jan 24, 2025	BUY	$417.69 - $450.94 $123,636 - $133,478	296 Added 12.09%	2,745 $1.17 Billion
Q3 2024 Nov 01, 2024	BUY	$386.81 - $423.12 $947,297 - $1.04 Million	2,449 New	2,449 $1.04 Billion

Others Institutions Holding DIA

# of Institutions

1,504

Shares Held

33.7M

Call Options Held

9.2M

Put Options Held

14.5M

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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Holistic Planning, LLC Spdr Dow Jones Industrial Average ETF Trust Transaction History