Heritage Wealth Partners, LLC Spdr Dow Jones Industrial Average ETF Trust Transaction History

Heritage Wealth Partners, LLC

  • $65.6 Billion
  • Q1 2025

A detailed history of Heritage Wealth Partners, LLC transactions in Spdr Dow Jones Industrial Average ETF Trust stock. As of the latest transaction made, Heritage Wealth Partners, LLC holds 6,740 shares of DIA stock, worth $3.18 Million. This represents 4.31% of its overall portfolio holdings.

Number of Shares
6,740
Previous 10,736 37.22%
Holding current value
$3.18 Million
Previous $4.57 Billion 38.05%
% of portfolio
4.31%
Previous 5.73%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025
SELL
$408.78 - $448.82 $1.63 Million - $1.79 Million
-3,996 Reduced 37.22%
6,740 $2.83 Billion
Q4 2024

Jan 13, 2025
BUY
$417.69 - $450.94 $407,665 - $440,117
976 Added 10.0%
10,736 $4.57 Billion
Q3 2024

Oct 08, 2024
SELL
$386.81 - $423.12 $664,152 - $726,497
-1,717 Reduced 14.96%
9,760 $4.13 Billion
Q2 2024

Jul 05, 2024
BUY
$377.31 - $399.95 $2.03 Million - $2.16 Million
5,391 Added 88.58%
11,477 $4.49 Billion
Q4 2023

Jan 19, 2024
SELL
$324.19 - $377.03 $407,182 - $473,549
-1,256 Reduced 17.11%
6,086 $2.29 Billion
Q3 2023

Oct 18, 2023
BUY
$334.95 - $356.2 $1.48 Million - $1.57 Million
4,408 Added 150.24%
7,342 $2.46 Billion
Q2 2023

Aug 11, 2023
BUY
$327.75 - $344.77 $961,618 - $1.01 Million
2,934 New
2,934 $1.01 Billion

Others Institutions Holding DIA

# of Institutions
1,504
Shares Held
33.7M
Call Options Held
9.2M
Put Options Held
14.5M
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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