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

Forvis Wealth Advisors, LLC

  • $4.21 Billion
  • Q4 2024

A detailed history of Forvis Wealth Advisors, LLC transactions in Spdr Dow Jones Industrial Average ETF Trust stock. As of the latest transaction made, Forvis Wealth Advisors, LLC holds 5,308 shares of DIA stock, worth $2.31 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
5,308
Previous 5,106 3.96%
Holding current value
$2.31 Million
Previous $2.16 Million 4.54%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Feb 03, 2025
BUY
$417.69 - $450.94 $84,373 - $91,089
202 Added 3.96%
5,308 $2.26 Million
Q3 2024

Nov 14, 2024
SELL
$386.81 - $423.12 $633,981 - $693,493
-1,639 Reduced 24.3%
5,106 $2.16 Million
Q2 2024

Aug 09, 2024
SELL
$377.31 - $399.95 $686,326 - $727,509
-1,819 Reduced 21.24%
6,745 $2.64 Million
Q1 2024

Apr 19, 2024
BUY
$372.72 - $397.76 $81,998 - $87,507
220 Added 2.64%
8,564 $3.41 Million
Q4 2023

Jan 11, 2024
SELL
$324.19 - $377.03 $123,192 - $143,271
-380 Reduced 4.36%
8,344 $3.14 Million
Q3 2023

Oct 25, 2023
BUY
$334.95 - $356.2 $1.42 Million - $1.51 Million
4,247 Added 94.86%
8,724 $2.92 Million
Q2 2023

Aug 08, 2023
SELL
$327.75 - $344.77 $60,306 - $63,437
-184 Reduced 3.95%
4,477 $1.54 Million
Q1 2023

Apr 26, 2023
SELL
$318.5 - $343.03 $3,185 - $3,430
-10 Reduced 0.21%
4,661 $1.55 Million
Q4 2022

Feb 02, 2023
SELL
$291.96 - $346.06 $15,181 - $17,995
-52 Reduced 1.1%
4,671 $1.55 Million
Q3 2022

Oct 13, 2022
SELL
$287.3 - $341.74 $28,730 - $34,174
-100 Reduced 2.07%
4,723 $1.36 Million
Q2 2022

Jul 22, 2022
BUY
$298.72 - $351.53 $1.14 Million - $1.34 Million
3,803 Added 372.84%
4,823 $1.49 Million
Q1 2022

May 10, 2022
BUY
$326.53 - $367.87 $333,060 - $375,227
1,020 New
1,020 $354,000
Q2 2021

Jul 14, 2021
SELL
$331.45 - $347.9 $304,934 - $320,068
-920 Closed
0 $0
Q4 2020

Jan 22, 2021
BUY
$265.06 - $305.79 $243,855 - $281,326
920 New
920 $281,000

Others Institutions Holding DIA

# of Institutions
1,446
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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