One Wealth Management Investment & Advisory Services, LLC Spdr Dow Jones Industrial Average ETF Trust Transaction History

One Wealth Management Investment & Advisory Services, LLC

$63.1 Billion
Q4 2024

A detailed history of One Wealth Management Investment & Advisory Services, LLC transactions in Spdr Dow Jones Industrial Average ETF Trust stock. As of the latest transaction made, One Wealth Management Investment & Advisory Services, LLC holds 2,304 shares of DIA stock, worth $991,802. This represents 1.55% of its overall portfolio holdings.

Number of Shares

2,304

Previous 1,985 16.07%

Holding current value

$991,802

Previous $840 Million 16.71%

% of portfolio

1.55%

Previous 1.47%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	BUY	$417.69 - $450.94 $133,243 - $143,849	319 Added 16.07%	2,304 $980 Million
Q3 2024 Nov 06, 2024	BUY	$386.81 - $423.12 $19,727 - $21,579	51 Added 2.64%	1,985 $840 Million
Q2 2024 Aug 06, 2024	BUY	$377.31 - $399.95 $754 - $799	2 Added 0.1%	1,934 $756 Million
Q1 2024 May 14, 2024	SELL	$372.72 - $397.76 $218,413 - $233,087	-586 Reduced 23.27%	1,932 $768 Million
Q4 2023 Jan 25, 2024	BUY	$324.19 - $377.03 $816,310 - $949,361	2,518 New	2,518 $949 Million

Others Institutions Holding DIA

# of Institutions

1,452

Shares Held

36.7M

Call Options Held

10.2M

Put Options Held

10.1M

View Full List

About SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST

Ticker DIA
Exchange NYSE
Sector ETFs
Industry ETFs

More about DIA

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One Wealth Management Investment & Advisory Services, LLC Spdr Dow Jones Industrial Average ETF Trust Transaction History