Liberty Wealth Management LLC Spdr Dow Jones Industrial Average ETF Trust Transaction History

Liberty Wealth Management LLC

  • $578 Million
  • Q4 2024

A detailed history of Liberty Wealth Management LLC transactions in Spdr Dow Jones Industrial Average ETF Trust stock. As of the latest transaction made, Liberty Wealth Management LLC holds 630 shares of DIA stock, worth $246,556. This represents 0.05% of its overall portfolio holdings.

Number of Shares
630
Previous 630 -0.0%
Holding current value
$246,556
Previous $266,000 0.75%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Nov 01, 2024
BUY
$386.81 - $423.12 $10,830 - $11,847
28 Added 4.65%
630 $266,000
Q2 2024

Aug 06, 2024
SELL
$377.31 - $399.95 $7,923 - $8,398
-21 Reduced 3.37%
602 $235,000
Q1 2024

May 02, 2024
SELL
$372.72 - $397.76 $115,915 - $123,703
-311 Reduced 33.3%
623 $248,000
Q4 2023

Feb 08, 2024
BUY
$324.19 - $377.03 $324 - $377
1 Added 0.11%
934 $351,000
Q3 2023

Nov 13, 2023
BUY
$334.95 - $356.2 $98,475 - $104,722
294 Added 46.01%
933 $312,000
Q2 2023

Aug 10, 2023
SELL
$327.75 - $344.77 $9,177 - $9,653
-28 Reduced 4.2%
639 $219,000
Q1 2023

May 03, 2023
BUY
$318.5 - $343.03 $212,439 - $228,801
667 New
667 $221,000
Q2 2022

Aug 15, 2022
BUY
$298.72 - $351.53 $1,792 - $2,109
6 Added 0.92%
661 $203,000
Q4 2021

Feb 15, 2022
SELL
$340.01 - $364.84 $71,402 - $76,616
-210 Reduced 24.28%
655 $238,000
Q3 2021

Nov 15, 2021
SELL
$338.29 - $356.57 $32,137 - $33,874
-95 Reduced 9.9%
865 $293,000
Q2 2021

Aug 13, 2021
BUY
$331.45 - $347.9 $74.9 Million - $78.7 Million
226,115 Added 34574.16%
226,769 $960,000
Q2 2021

Aug 13, 2021
SELL
$331.45 - $347.9 $74.8 Million - $78.6 Million
-225,809 Reduced 99.58%
960 $227,000
Q4 2020

Feb 09, 2021
SELL
$265.06 - $305.79 $9,277 - $10,702
-35 Reduced 5.08%
654 $197,000
Q3 2020

Nov 05, 2020
SELL
$257.24 - $291.21 $41,930 - $47,467
-163 Reduced 19.13%
689 $191,000
Q2 2020

Aug 04, 2020
SELL
$209.38 - $276.28 $17,587 - $23,207
-84 Reduced 8.97%
852 $220,000
Q1 2020

Apr 27, 2020
SELL
$186.13 - $295.72 $2,791 - $4,435
-15 Reduced 1.58%
936 $205,000
Q4 2019

Feb 05, 2020
BUY
$260.72 - $286.33 $260 - $286
1 Added 0.11%
951 $271,000
Q3 2019

Oct 30, 2019
SELL
$255.08 - $273.6 $129,070 - $138,441
-506 Reduced 34.75%
950 $256,000
Q2 2019

Jul 30, 2019
BUY
$248.22 - $268.08 $166,555 - $179,881
671 Added 85.48%
1,456 $387,000
Q1 2019

Apr 18, 2019
SELL
$226.72 - $260.89 $43,076 - $49,569
-190 Reduced 19.49%
785 $203,000
Q4 2018

Mar 26, 2019
BUY
$218.1 - $267.95 $212,647 - $261,251
975 New
975 $227,000

Others Institutions Holding DIA

# of Institutions
1,444
Shares Held
36.2M
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
Track This Portfolio

Track Liberty Wealth Management LLC Portfolio

Follow Liberty Wealth Management 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 Liberty Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Liberty Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email