Pinnacle Family Advisors, LLC Spdr Dow Jones Industrial Average ETF Trust Transaction History

Pinnacle Family Advisors, LLC

$183 Million
Q4 2024

A detailed history of Pinnacle Family Advisors, LLC transactions in Spdr Dow Jones Industrial Average ETF Trust stock. As of the latest transaction made, Pinnacle Family Advisors, LLC holds 3,343 shares of DIA stock, worth $1.45 Million. This represents 0.78% of its overall portfolio holdings.

Number of Shares

3,343

Previous 12,487 73.23%

Holding current value

$1.45 Million

Previous $5.28 Million 73.08%

% of portfolio

0.78%

Previous 3.09%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	SELL	$417.69 - $450.94 $3.82 Million - $4.12 Million	-9,144 Reduced 73.23%	3,343 $1.42 Million
Q3 2024 Nov 14, 2024	BUY	$386.81 - $423.12 $3.6 Million - $3.93 Million	9,297 Added 291.44%	12,487 $5.28 Million
Q2 2024 Aug 14, 2024	SELL	$377.31 - $399.95 $183,749 - $194,775	-487 Reduced 13.24%	3,190 $1.25 Million
Q1 2024 May 15, 2024	SELL	$372.72 - $397.76 $3.7 Million - $3.95 Million	-9,939 Reduced 73.0%	3,677 $1.46 Million
Q4 2023 Feb 14, 2024	BUY	$324.19 - $377.03 $3.39 Million - $3.94 Million	10,452 Added 330.34%	13,616 $5.13 Million
Q3 2023 Nov 14, 2023	BUY	$334.95 - $356.2 $6,029 - $6,411	18 Added 0.57%	3,164 $1.06 Million
Q2 2023 Aug 14, 2023	SELL	$327.75 - $344.77 $53,423 - $56,197	-163 Reduced 4.93%	3,146 $1.08 Million
Q1 2023 May 15, 2023	SELL	$318.5 - $343.03 $8.29 Million - $8.93 Million	-26,024 Reduced 88.72%	3,309 $1.1 Million
Q4 2022 Feb 10, 2023	BUY	$291.96 - $346.06 $5.58 Million - $6.62 Million	19,124 Added 187.32%	29,333 $9.72 Million
Q3 2022 Nov 14, 2022	SELL	$287.3 - $341.74 $243,343 - $289,453	-847 Reduced 7.66%	10,209 $2.93 Million
Q2 2022 Aug 15, 2022	SELL	$298.72 - $351.53 $2.72 Million - $3.2 Million	-9,102 Reduced 45.15%	11,056 $3.4 Million
Q1 2022 May 16, 2022	SELL	$326.53 - $367.87 $3.61 Million - $4.07 Million	-11,064 Reduced 35.44%	20,158 $6.99 Million
Q4 2021 Feb 14, 2022	BUY	$340.01 - $364.84 $10.6 Million - $11.4 Million	31,222 New	31,222 $11.3 Million
Q1 2020 May 13, 2020	SELL	$186.13 - $295.72 $3.24 Million - $5.15 Million	-17,400 Closed	0 $0
Q4 2019 Feb 14, 2020	SELL	$260.72 - $286.33 $1.57 Million - $1.73 Million	-6,030 Reduced 25.74%	17,400 $4.96 Million
Q3 2019 Nov 14, 2019	SELL	$255.08 - $273.6 $75,248 - $80,712	-295 Reduced 1.24%	23,430 $6.31 Million
Q2 2019 Aug 14, 2019	BUY	$248.22 - $268.08 $2.81 Million - $3.03 Million	11,315 Added 91.18%	23,725 $6.31 Million
Q1 2019 May 15, 2019	BUY	$226.72 - $260.89 $434,168 - $499,604	1,915 Added 18.25%	12,410 $3.22 Million
Q4 2018 Feb 14, 2019	BUY	$218.1 - $267.95 $2.29 Million - $2.81 Million	10,495 New	10,495 $2.45 Million
Q3 2018 Nov 14, 2018	SELL	$241.66 - $267.12 $9.1 Million - $10.1 Million	-37,645 Closed	0 $0
Q2 2018 Aug 14, 2018	SELL	$236.15 - $253.39 $4.84 Million - $5.19 Million	-20,475 Reduced 35.23%	37,645 $9.14 Million
Q1 2018 May 15, 2018	SELL	$235.13 - $265.91 $1.78 Million - $2.02 Million	-7,585 Reduced 11.54%	58,120 $14 Million
Q4 2017 Feb 13, 2018	BUY	$225.24 - $248.13 $830,009 - $914,359	3,685 Added 5.94%	65,705 $16.3 Million
Q3 2017 Nov 13, 2017	BUY	$216.53 - $223.9 $886,690 - $916,870	4,095 Added 7.07%	62,020 $13.9 Million
Q2 2017 Sep 08, 2017	BUY	N/A	57,925 New	57,925 $12.4 Million
Q1 2017 Sep 08, 2017	SELL	N/A	-12,320 Closed	0 $0
Q4 2016 Aug 30, 2017	BUY	N/A	12,320	12,320 $2.43 Million

Others Institutions Holding DIA

# of Institutions

1,446

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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Pinnacle Family Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Pinnacle Family Advisors, LLC with notifications on news.

Account

Pinnacle Family Advisors, LLC Spdr Dow Jones Industrial Average ETF Trust Transaction History