Bradley & Co. Private Wealth Management, LLC Spdr Dow Jones Industrial Average ETF Trust Transaction History

Bradley & Co. Private Wealth Management, LLC

$134 Million
Q2 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Aug 09, 2021	SELL	$331.45 - $347.9 $9,280 - $9,741	-28 Closed	0 $0
Q1 2021 May 12, 2021	BUY	$299.81 - $331.66 $8,394 - $9,286	28 New	28 $9,000

Others Institutions Holding DIA

# of Institutions

1,297

Shares Held

31.8M

Call Options Held

7.09M

Put Options Held

10.1M

International Assets Investment Management, LLC Orlando, FL

3.4M
Shares

$1.42 Billion
0.02% of portfolio
Morgan Stanley New York, NY

3.26M
Shares

$1.36 Billion
0.1% of portfolio
Bank Of America Corp Charlotte, NC

2.45M
Shares

$1.02 Billion
0.09% of portfolio
Lpl Financial LLC Fort Mill, SC

1.43M
Shares

$598 Million
0.29% of portfolio
Wells Fargo & Company San Francisco, CA

1.15M
Shares

$481 Million
0.11% of portfolio

View Full List

About SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST

Ticker DIA
Exchange NYSE
Sector ETFs
Industry ETFs

More about DIA

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Bradley & Co. Private Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bradley & Co. Private Wealth Management, LLC with notifications on news.

Account