Charter Oak Capital Management, LLC Spdr Dow Jones Industrial Average ETF Trust Transaction History

Charter Oak Capital Management, LLC

$1.27 Billion
Q4 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2020 Feb 12, 2021	BUY	$265.06 - $305.79 $15,903 - $18,347	60 New	60 $18,000

Others Institutions Holding DIA

# of Institutions

1,541

Shares Held

33.8M

Call Options Held

9.17M

Put Options Held

14.5M

Morgan Stanley New York, NY

4.21M
Shares

$1.99 Billion
0.12% of portfolio
Goldman Sachs Group Inc New York, NY

3.23M
Shares

$1.52 Billion
0.19% of portfolio
Bank Of America Corp Charlotte, NC

2.26M
Shares

$1.07 Billion
0.07% of portfolio
Lpl Financial LLC Fort Mill, SC

1.61M
Shares

$760 Million
0.23% of portfolio
Wells Fargo & Company San Francisco, CA

1.39M
Shares

$658 Million
0.13% of portfolio

About SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST

Ticker DIA
Exchange NYSE
Sector ETFs
Industry ETFs

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