Fortem Financial Group, LLC Spdr Dow Jones Industrial Average ETF Trust Transaction History

Fortem Financial Group, LLC

$252 Million
Q4 2024

A detailed history of Fortem Financial Group, LLC transactions in Spdr Dow Jones Industrial Average ETF Trust stock. As of the latest transaction made, Fortem Financial Group, LLC holds 675 shares of DIA stock, worth $285,484. This represents 0.11% of its overall portfolio holdings.

Number of Shares

675

Previous 756 10.71%

Holding current value

$285,484

Previous $319,000 10.03%

% of portfolio

0.11%

Previous 0.13%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 06, 2025	SELL	$417.69 - $450.94 $33,832 - $36,526	-81 Reduced 10.71%	675 $287,000
Q3 2024 Nov 12, 2024	BUY	$386.81 - $423.12 $773 - $846	2 Added 0.27%	756 $319,000
Q2 2024 Aug 02, 2024	BUY	$377.31 - $399.95 $284,491 - $301,562	754 New	754 $294,000
Q4 2021 Jan 20, 2022	SELL	$340.01 - $364.84 $204,686 - $219,633	-602 Closed	0 $0
Q3 2021 Oct 15, 2021	SELL	$338.29 - $356.57 $11,163 - $11,766	-33 Reduced 5.2%	602 $204,000
Q2 2021 Jul 14, 2021	SELL	$331.45 - $347.9 $5,966 - $6,262	-18 Reduced 2.76%	635 $219,000
Q1 2021 Apr 20, 2021	BUY	$299.81 - $331.66 $15,290 - $16,914	51 Added 8.47%	653 $216,000
Q4 2020 Jan 29, 2021	BUY	$265.06 - $305.79 $159,566 - $184,085	602 New	602 $184,000
Q1 2020 Apr 23, 2020	SELL	$186.13 - $295.72 $134,571 - $213,805	-723 Closed	0 $0
Q4 2019 Feb 11, 2020	SELL	$260.72 - $286.33 $7,821 - $8,589	-30 Reduced 3.98%	723 $206,000
Q2 2019 Aug 09, 2019	BUY	$248.22 - $268.08 $186,909 - $201,864	753 New	753 $200,000

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

Ticker DIA
Exchange NYSE
Sector ETFs
Industry ETFs

More about DIA

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Fortem Financial Group, LLC Spdr Dow Jones Industrial Average ETF Trust Transaction History