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

Concentric Wealth Management, LLC

  • $473 Million
  • Q3 2024

A detailed history of Concentric Wealth Management, LLC transactions in Spdr Dow Jones Industrial Average ETF Trust stock. As of the latest transaction made, Concentric Wealth Management, LLC holds 475 shares of DIA stock, worth $212,168. This represents 0.04% of its overall portfolio holdings.

Number of Shares
475
Holding current value
$212,168
% of portfolio
0.04%

Shares

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

Nov 12, 2024
BUY
$386.81 - $423.12 $183,734 - $200,982
475 New
475 $200,000
Q1 2022

Apr 14, 2022
SELL
$326.53 - $367.87 $181,877 - $204,903
-557 Closed
0 $0
Q4 2021

Feb 10, 2022
BUY
$340.01 - $364.84 $189,385 - $203,215
557 New
557 $202,000

Others Institutions Holding DIA

# of Institutions
1,442
Shares Held
36.7M
Call Options Held
10.2M
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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