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

Cassady Schiller Wealth Management, LLC

  • $268 Million
  • Q4 2024

A detailed history of Cassady Schiller Wealth Management, LLC transactions in Spdr Dow Jones Industrial Average ETF Trust stock. As of the latest transaction made, Cassady Schiller Wealth Management, LLC holds 626 shares of DIA stock, worth $295,346. This represents 0.1% of its overall portfolio holdings.

Number of Shares
626
Previous 626 -0.0%
Holding current value
$295,346
Previous $264,000 0.76%
% of portfolio
0.1%
Previous 0.1%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

May 12, 2023
BUY
$318.5 - $343.03 $318 - $343
1 Added 0.16%
626 $208,000
Q4 2022

May 16, 2023
SELL
$291.96 - $346.06 $291 - $346
-1 Reduced 0.16%
625 $207,000
Q4 2022

Feb 13, 2023
BUY
$291.96 - $346.06 $182,475 - $216,287
625 New
625 $207,000
Q2 2022

Aug 11, 2022
SELL
$298.72 - $351.53 $186,401 - $219,354
-624 Closed
0 $0
Q1 2022

May 12, 2022
BUY
$326.53 - $367.87 $326 - $367
1 Added 0.16%
624 $216,000
Q4 2021

Feb 09, 2022
BUY
$340.01 - $364.84 $211,826 - $227,295
623 New
623 $226,000

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

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