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

Sugarloaf Wealth Management, LLC

  • $480 Million
  • Q4 2024

A detailed history of Sugarloaf Wealth Management, LLC transactions in Spdr Dow Jones Industrial Average ETF Trust stock. As of the latest transaction made, Sugarloaf Wealth Management, LLC holds 1,555 shares of DIA stock, worth $652,058. This represents 0.14% of its overall portfolio holdings.

Number of Shares
1,555
Previous 2,951 47.31%
Holding current value
$652,058
Previous $1.25 Million 47.04%
% of portfolio
0.14%
Previous 0.25%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 10, 2025
SELL
$417.69 - $450.94 $583,095 - $629,512
-1,396 Reduced 47.31%
1,555 $661,000
Q3 2024

Oct 08, 2024
SELL
$386.81 - $423.12 $299,004 - $327,071
-773 Reduced 20.76%
2,951 $1.25 Million
Q2 2024

Jul 08, 2024
BUY
$377.31 - $399.95 $6,414 - $6,799
17 Added 0.46%
3,724 $1.46 Million
Q1 2024

Apr 23, 2024
SELL
$372.72 - $397.76 $74,544 - $79,552
-200 Reduced 5.12%
3,707 $1.47 Million
Q4 2023

Jan 10, 2024
SELL
$324.19 - $377.03 $908,704 - $1.06 Million
-2,803 Reduced 41.77%
3,907 $1.47 Million
Q2 2023

Jul 13, 2023
SELL
$327.75 - $344.77 $268,427 - $282,366
-819 Reduced 10.88%
6,710 $2.31 Million
Q4 2022

Feb 03, 2023
SELL
$291.96 - $346.06 $291 - $346
-1 Reduced 0.01%
7,529 $2.49 Million
Q2 2022

Jul 12, 2022
SELL
$298.72 - $351.53 $238,079 - $280,169
-797 Reduced 9.57%
7,530 $2.32 Million
Q4 2021

Jan 20, 2022
SELL
$340.01 - $364.84 $30,940 - $33,200
-91 Reduced 1.08%
8,327 $3.03 Million
Q3 2021

Oct 20, 2021
SELL
$338.29 - $356.57 $4,059 - $4,278
-12 Reduced 0.14%
8,418 $2.85 Million
Q2 2021

Jul 20, 2021
SELL
$331.45 - $347.9 $297,642 - $312,414
-898 Reduced 9.63%
8,430 $2.91 Million
Q4 2020

Feb 03, 2021
SELL
$265.06 - $305.79 $1,060 - $1,223
-4 Reduced 0.04%
9,328 $2.85 Million
Q3 2020

Nov 03, 2020
SELL
$257.24 - $291.21 $2,572 - $2,912
-10 Reduced 0.11%
9,332 $2.59 Million
Q2 2020

Jul 21, 2020
SELL
$209.38 - $276.28 $53,182 - $70,175
-254 Reduced 2.65%
9,342 $2.41 Million
Q1 2020

Apr 15, 2020
BUY
$186.13 - $295.72 $1.01 Million - $1.61 Million
5,429 Added 130.29%
9,596 $2.1 Million
Q4 2019

Jan 29, 2020
BUY
$260.72 - $286.33 $1.09 Million - $1.19 Million
4,167 New
4,167 $1.19 Million

Others Institutions Holding DIA

# of Institutions
1,337
Shares Held
30.8M
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
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