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

Greystone Financial Group, LLC

$557 Million
Q3 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 03, 2022	SELL	$298.72 - $351.53 $1.75 Million - $2.06 Million	-5,852 Closed	0 $0
Q1 2022 May 02, 2022	SELL	$326.53 - $367.87 $645,549 - $727,278	-1,977 Reduced 25.25%	5,852 $2.03 Million
Q4 2021 Feb 01, 2022	SELL	$340.01 - $364.84 $964,268 - $1.03 Million	-2,836 Reduced 26.59%	7,829 $2.84 Million
Q3 2021 Nov 03, 2021	SELL	$338.29 - $356.57 $1.1 Million - $1.16 Million	-3,247 Reduced 23.34%	10,665 $3.61 Million
Q2 2021 Aug 13, 2021	SELL	$331.45 - $347.9 $3.05 Million - $3.2 Million	-9,188 Reduced 39.77%	13,912 $4.8 Million
Q1 2021 May 13, 2021	BUY	$299.81 - $331.66 $6.58 Million - $7.28 Million	21,952 Added 1912.2%	23,100 $7.92 Million
Q4 2020 Feb 12, 2021	BUY	$265.06 - $305.79 $304,288 - $351,046	1,148 New	1,148 $360,000

Others Institutions Holding DIA

# of Institutions

1,336

Shares Held

34.2M

Call Options Held

10.4M

Put Options Held

12.1M

Morgan Stanley New York, NY

3.44M
Shares

$1.49 Billion
0.11% of portfolio
International Assets Investment Management, LLC Orlando, FL

3.4M
Shares

$1.47 Billion
0.02% of portfolio
Bank Of America Corp Charlotte, NC

2.6M
Shares

$1.12 Billion
0.09% of portfolio
Royal Bank Of Canada Toronto, A6

2.05M
Shares

$888 Million
0.18% of portfolio
Lpl Financial LLC Fort Mill, SC

1.44M
Shares

$621 Million
0.28% of portfolio

About SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST

Ticker DIA
Exchange NYSE
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Greystone Financial Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Greystone Financial Group, LLC with notifications on news.