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

Caliber Wealth Management, LLC

$188 Million
Q1 2024

A detailed history of Caliber Wealth Management, LLC transactions in Spdr Dow Jones Industrial Average ETF Trust stock. As of the latest transaction made, Caliber Wealth Management, LLC holds 841 shares of DIA stock, worth $396,783. This represents 0.18% of its overall portfolio holdings.

Number of Shares

841

Previous 837 0.48%

Holding current value

$396,783

Previous $315,000 6.03%

% of portfolio

0.18%

Previous 0.19%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 25, 2024	BUY	$372.72 - $397.76 $1,490 - $1,591	4 Added 0.48%	841 $334,000
Q4 2023 Apr 22, 2024	BUY	$324.19 - $377.03 $1,296 - $1,508	4 Added 0.48%	837 $315,000
Q3 2023 Oct 16, 2023	BUY	$334.95 - $356.2 $1,339 - $1,424	4 Added 0.48%	833 $279,000
Q2 2023 Jul 27, 2023	BUY	$327.75 - $344.77 $1,311 - $1,379	4 Added 0.48%	829 $285,000
Q2 2022 Jul 12, 2022	BUY	$298.72 - $351.53 $246,444 - $290,012	825 New	825 $254,000

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