Bernardo Wealth Planning LLC Spdr Dow Jones Industrial Average ETF Trust Transaction History

Bernardo Wealth Planning LLC

  • $515 Million
  • Q4 2025

A detailed history of Bernardo Wealth Planning LLC transactions in Spdr Dow Jones Industrial Average ETF Trust stock. As of the latest transaction made, Bernardo Wealth Planning LLC holds 881 shares of DIA stock, worth $415,655. This represents 0.08% of its overall portfolio holdings.

Number of Shares
881
Previous 431 104.41%
Holding current value
$415,655
Previous $199,000 108.54%
% of portfolio
0.08%
Previous 0.04%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 23, 2026
BUY
$454.87 - $482.76 $204,691 - $217,242
450 Added 104.41%
881 $415,000
Q3 2025

Oct 22, 2025
BUY
$435.72 - $463.74 $187,795 - $199,871
431 New
431 $199,000

Others Institutions Holding DIA

# of Institutions
1,541
Shares Held
33.8M
Call Options Held
9.17M
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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