Plante Moran Financial Advisors, LLC Spdr Dow Jones Industrial Average ETF Trust Transaction History

Plante Moran Financial Advisors, LLC

$1.2 Billion
Q4 2024

A detailed history of Plante Moran Financial Advisors, LLC transactions in Spdr Dow Jones Industrial Average ETF Trust stock. As of the latest transaction made, Plante Moran Financial Advisors, LLC holds 569 shares of DIA stock, worth $222,974. This represents 0.02% of its overall portfolio holdings.

Number of Shares

569

Previous 322 76.71%

Holding current value

$222,974

Previous $136,000 77.94%

% of portfolio

0.02%

Previous 0.01%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 05, 2025	BUY	$417.69 - $450.94 $103,169 - $111,382	247 Added 76.71%	569 $242,000
Q1 2023 May 08, 2023	BUY	$318.5 - $343.03 $31,850 - $34,303	100 Added 45.05%	322 $107,000
Q1 2022 May 06, 2022	SELL	$326.53 - $367.87 $13,714 - $15,450	-42 Reduced 15.91%	222 $77,000
Q4 2021 Feb 09, 2022	SELL	$340.01 - $364.84 $37,401 - $40,132	-110 Reduced 29.41%	264 $96,000
Q3 2021 Nov 08, 2021	BUY	$338.29 - $356.57 $92,014 - $96,987	272 Added 266.67%	374 $127,000
Q2 2021 Aug 10, 2021	SELL	$331.45 - $347.9 $14,915 - $15,655	-45 Reduced 30.61%	102 $35,000
Q1 2021 May 13, 2021	BUY	$299.81 - $331.66 $44,072 - $48,754	147 New	147 $49,000
Q2 2020 Aug 10, 2020	SELL	$209.38 - $276.28 $20,938 - $27,627	-100 Closed	0 $0
Q1 2020 May 07, 2020	BUY	$186.13 - $295.72 $18,613 - $29,572	100 New	100 $22,000
Q4 2019 Feb 14, 2020	SELL	$260.72 - $286.33 $1.24 Million - $1.36 Million	-4,743 Closed	0 $0
Q3 2019 Nov 13, 2019	SELL	$255.08 - $273.6 $76,524 - $82,080	-300 Reduced 5.95%	4,743 $1.28 Million
Q1 2019 May 13, 2019	SELL	$226.72 - $260.89 $10,202 - $11,740	-45 Reduced 0.88%	5,043 $1.31 Million
Q4 2018 Jan 29, 2019	SELL	$218.1 - $267.95 $195,199 - $239,815	-895 Reduced 14.96%	5,088 $1.19 Million
Q2 2018 Jul 26, 2018	SELL	$236.15 - $253.39 $70,845 - $76,017	-300 Reduced 4.77%	5,983 $1.45 Million
Q1 2018 May 01, 2018	SELL	$235.13 - $265.91 $84,646 - $95,727	-360 Reduced 5.42%	6,283 $1.52 Million
Q4 2017 Feb 01, 2018	SELL	$225.24 - $248.13 $67,572 - $74,439	-300 Reduced 4.32%	6,643 $1.64 Million
Q3 2017 Nov 08, 2017	BUY	$216.53 - $223.9 $1.5 Million - $1.55 Million	6,943	6,943 $1.55 Million

Others Institutions Holding DIA

# of Institutions

1,440

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

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 Plante Moran Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Plante Moran Financial Advisors, LLC with notifications on news.

Account

Plante Moran Financial Advisors, LLC Spdr Dow Jones Industrial Average ETF Trust Transaction History