Ever Source Wealth Advisors, LLC Spdr Dow Jones Industrial Average ETF Trust Transaction History

Ever Source Wealth Advisors, LLC

  • $1.65 Billion
  • Q4 2024

A detailed history of Ever Source Wealth Advisors, LLC transactions in Spdr Dow Jones Industrial Average ETF Trust stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 1,751 shares of DIA stock, worth $734,754. This represents 0.05% of its overall portfolio holdings.

Number of Shares
1,751
Previous 1,277 37.12%
Holding current value
$734,754
Previous $540,000 37.96%
% of portfolio
0.05%
Previous 0.04%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 07, 2025
BUY
$417.69 - $450.94 $197,985 - $213,745
474 Added 37.12%
1,751 $745,000
Q2 2024

Aug 13, 2024
BUY
$377.31 - $399.95 $377 - $399
1 Added 0.08%
1,277 $499,000
Q1 2024

Jun 11, 2024
BUY
$372.72 - $397.76 $745 - $795
2 Added 0.16%
1,276 $507,000
Q4 2023

Feb 09, 2024
BUY
$324.19 - $377.03 $648 - $754
2 Added 0.16%
1,274 $480,000
Q3 2023

Nov 03, 2023
BUY
$334.95 - $356.2 $334 - $356
1 Added 0.08%
1,272 $426,000
Q2 2023

Aug 04, 2023
SELL
$327.75 - $344.77 $655 - $689
-2 Reduced 0.16%
1,271 $437,000
Q1 2023

May 11, 2023
SELL
$318.5 - $343.03 $63,381 - $68,262
-199 Reduced 13.52%
1,273 $423,000
Q4 2022

Feb 09, 2023
BUY
$291.96 - $346.06 $583 - $692
2 Added 0.14%
1,472 $487,000
Q3 2022

Nov 07, 2022
SELL
$287.3 - $341.74 $22,696 - $26,997
-79 Reduced 5.1%
1,470 $422,000
Q2 2022

Aug 01, 2022
SELL
$298.72 - $351.53 $13,741 - $16,170
-46 Reduced 2.88%
1,549 $477,000
Q1 2022

May 25, 2022
BUY
$326.53 - $367.87 $79,999 - $90,128
245 Added 18.15%
1,595 $553,000
Q4 2021

Feb 07, 2022
BUY
$340.01 - $364.84 $459,013 - $492,533
1,350 New
1,350 $491,000

Others Institutions Holding DIA

# of Institutions
1,456
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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