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

Compass Wealth Management LLC

  • $425 Billion
  • Q3 2024

A detailed history of Compass Wealth Management LLC transactions in Spdr Dow Jones Industrial Average ETF Trust stock. As of the latest transaction made, Compass Wealth Management LLC holds 1,462 shares of DIA stock, worth $617,738. This represents 0.15% of its overall portfolio holdings.

Number of Shares
1,462
Previous 1,754 16.65%
Holding current value
$617,738
Previous $686 Million 9.83%
% of portfolio
0.15%
Previous 0.17%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 16, 2024
SELL
$386.81 - $423.12 $112,948 - $123,551
-292 Reduced 16.65%
1,462 $619 Million
Q2 2024

Jul 16, 2024
SELL
$377.31 - $399.95 $18,865 - $19,997
-50 Reduced 2.77%
1,754 $686 Million
Q1 2024

Apr 05, 2024
SELL
$372.72 - $397.76 $57,771 - $61,652
-155 Reduced 7.91%
1,804 $718 Million
Q1 2023

May 15, 2023
SELL
$318.5 - $343.03 $3,503 - $3,773
-11 Reduced 0.56%
1,959 $652 Million
Q4 2022

Feb 17, 2023
BUY
$291.96 - $346.06 $575,161 - $681,738
1,970 New
1,970 $653 Million

Others Institutions Holding DIA

# of Institutions
1,292
Shares Held
31.6M
Call Options Held
7.09M
Put Options Held
10.1M
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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