Falcon Wealth Planning Spdr Dow Jones Industrial Average ETF Trust Transaction History

Falcon Wealth Planning

$1 Billion
Q3 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Jul 16, 2025	BUY	$376.48 - $440.65 $212,711 - $248,967	565 New	565 $248,000

Others Institutions Holding DIA

# of Institutions

1,504

Shares Held

33.7M

Call Options Held

9.2M

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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