Lwm Advisory Services, LLC Spdr Dow Jones Industrial Average ETF Trust Transaction History

Lwm Advisory Services, LLC

  • $131 Million
  • Q3 2024

A detailed history of Lwm Advisory Services, LLC transactions in Spdr Dow Jones Industrial Average ETF Trust stock. As of the latest transaction made, Lwm Advisory Services, LLC holds 1,251 shares of DIA stock, worth $541,057. This represents 0.4% of its overall portfolio holdings.

Number of Shares
1,251
Previous 1,131 10.61%
Holding current value
$541,057
Previous $442,000 19.68%
% of portfolio
0.4%
Previous 0.38%

Shares

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

Nov 13, 2024
BUY
$386.81 - $423.12 $46,417 - $50,774
120 Added 10.61%
1,251 $529,000
Q1 2024

May 09, 2024
BUY
$372.72 - $397.76 $421,546 - $449,866
1,131 New
1,131 $449,000

Others Institutions Holding DIA

# of Institutions
1,336
Shares Held
34.2M
Call Options Held
10.4M
Put Options Held
12.1M
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 Lwm Advisory Services, LLC Portfolio

Follow Lwm Advisory Services, 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 Lwm Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lwm Advisory Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email