Bergan Kdv Wealth Management, LLC Spdr Dow Jones Industrial Average ETF Trust Transaction History

Bergan Kdv Wealth Management, LLC

  • $999 Million
  • Q2 2023

A detailed history of Bergan Kdv Wealth Management, LLC transactions in Spdr Dow Jones Industrial Average ETF Trust stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 16 shares of DIA stock, worth $7,548. This represents 0.0% of its overall portfolio holdings.

Number of Shares
16
Previous 16 -0.0%
Holding current value
$7,548
Previous $5,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2021

Nov 12, 2021
BUY
$338.29 - $356.57 $5,412 - $5,705
16 New
16 $5,000
Q1 2020

Apr 24, 2020
SELL
$186.13 - $295.72 $21,963 - $34,894
-118 Closed
0 $0
Q1 2019

May 09, 2019
SELL
$226.72 - $260.89 $9,068 - $10,435
-40 Reduced 25.32%
118 $31,000
Q2 2018

Jul 23, 2018
BUY
$236.15 - $253.39 $37,311 - $40,035
158 New
158 $38,000

Others Institutions Holding DIA

# of Institutions
1,507
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

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