A detailed history of Intrepid Financial Planning Group LLC transactions in Spdr Dow Jones Industrial Average ETF Trust stock. As of the latest transaction made, Intrepid Financial Planning Group LLC holds 4,634 shares of DIA stock, worth $1.99 Million. This represents 0.84% of its overall portfolio holdings.

Number of Shares
4,634
Previous 5,087 8.91%
Holding current value
$1.99 Million
Previous $1.99 Million 1.46%
% of portfolio
0.84%
Previous 0.86%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 04, 2024

SELL
$386.81 - $423.12 $175,224 - $191,673
-453 Reduced 8.91%
4,634 $1.96 Million
Q2 2024

Aug 12, 2024

BUY
$377.31 - $399.95 $103,005 - $109,186
273 Added 5.67%
5,087 $1.99 Million
Q4 2023

Feb 13, 2024

SELL
$324.19 - $377.03 $34,364 - $39,965
-106 Reduced 2.15%
4,814 $1.81 Million
Q3 2023

Nov 03, 2023

SELL
$334.95 - $356.2 $166,135 - $176,675
-496 Reduced 9.16%
4,920 $1.65 Million
Q2 2023

Aug 09, 2023

BUY
$327.75 - $344.77 $32,775 - $34,477
100 Added 1.88%
5,416 $1.86 Million
Q1 2023

May 02, 2023

BUY
$318.5 - $343.03 $57,011 - $61,402
179 Added 3.48%
5,316 $1.77 Million
Q4 2022

Feb 02, 2023

SELL
$291.96 - $346.06 $119,703 - $141,884
-410 Reduced 7.39%
5,137 $1.7 Million
Q3 2022

Nov 07, 2022

SELL
$287.3 - $341.74 $25,282 - $30,073
-88 Reduced 1.56%
5,547 $1.59 Million
Q2 2022

Aug 15, 2022

BUY
$298.72 - $351.53 $1.68 Million - $1.98 Million
5,635 New
5,635 $1.73 Million

Others Institutions Holding DIA

About SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST


  • Ticker DIA
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about DIA
Track This Portfolio

Track Intrepid Financial Planning Group LLC Portfolio

Follow Intrepid Financial Planning Group LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Intrepid Financial Planning Group LLC with notifications on news.