Collaborative Wealth Managment Inc. Spdr Dow Jones Industrial Average ETF Trust Transaction History

Collaborative Wealth Managment Inc.

  • $238 Million
  • Q3 2025

A detailed history of Collaborative Wealth Managment Inc. transactions in Spdr Dow Jones Industrial Average ETF Trust stock. As of the latest transaction made, Collaborative Wealth Managment Inc. holds 502 shares of DIA stock, worth $236,843. This represents 0.1% of its overall portfolio holdings.

Number of Shares
502
Previous 558 10.04%
Holding current value
$236,843
Previous $245,000 5.31%
% of portfolio
0.1%
Previous 0.11%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 07, 2025
SELL
$435.72 - $463.74 $24,400 - $25,969
-56 Reduced 10.04%
502 $232,000
Q2 2025

Aug 08, 2025
SELL
$376.48 - $440.65 $21,082 - $24,676
-56 Reduced 9.12%
558 $245,000
Q1 2025

May 08, 2025
SELL
$408.78 - $448.82 $39,242 - $43,086
-96 Reduced 13.52%
614 $257,000
Q4 2024

Feb 10, 2025
SELL
$417.69 - $450.94 $14,201 - $15,331
-34 Reduced 4.57%
710 $302,000
Q3 2024

Nov 12, 2024
SELL
$386.81 - $423.12 $70,786 - $77,430
-183 Reduced 19.74%
744 $314,000
Q2 2024

Aug 09, 2024
SELL
$377.31 - $399.95 $3,773 - $3,999
-10 Reduced 1.07%
927 $362,000
Q1 2024

May 10, 2024
SELL
$372.72 - $397.76 $69,698 - $74,381
-187 Reduced 16.64%
937 $372,000
Q4 2023

Feb 07, 2024
SELL
$324.19 - $377.03 $41,820 - $48,636
-129 Reduced 10.3%
1,124 $423,000
Q3 2023

Nov 09, 2023
SELL
$334.95 - $356.2 $37,849 - $40,250
-113 Reduced 8.27%
1,253 $419,000
Q2 2023

Aug 07, 2023
SELL
$327.75 - $344.77 $3,605 - $3,792
-11 Reduced 0.8%
1,366 $469,000
Q1 2023

May 08, 2023
BUY
$318.5 - $343.03 $7,962 - $8,575
25 Added 1.85%
1,377 $458,000
Q4 2022

Feb 10, 2023
SELL
$291.96 - $346.06 $40,290 - $47,756
-138 Reduced 9.26%
1,352 $448,000
Q3 2022

Nov 14, 2022
SELL
$287.3 - $341.74 $1.51 Million - $1.79 Million
-5,250 Reduced 77.89%
1,490 $428,000
Q2 2022

Aug 15, 2022
BUY
$298.72 - $351.53 $451,365 - $531,161
1,511 Added 28.9%
6,740 $2.08 Million
Q4 2021

Feb 11, 2022
SELL
$340.01 - $364.84 $184,965 - $198,472
-544 Reduced 9.42%
5,229 $1.9 Million
Q1 2021

May 12, 2022
BUY
$299.81 - $331.66 $1.73 Million - $1.91 Million
5,773 New
5,773 $2 Million

Others Institutions Holding DIA

# of Institutions
1,508
Shares Held
33.6M
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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