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

Valeo Financial Advisors, LLC

  • $4.36 Billion
  • Q3 2025

A detailed history of Valeo Financial Advisors, LLC transactions in Spdr Dow Jones Industrial Average ETF Trust stock. As of the latest transaction made, Valeo Financial Advisors, LLC holds 2,542 shares of DIA stock, worth $1.2 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,542
Previous 2,618 2.9%
Holding current value
$1.2 Million
Previous $1.15 Million 2.17%
% of portfolio
0.03%
Previous 0.03%

Shares

24 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 03, 2025
SELL
$435.72 - $463.74 $33,114 - $35,244
-76 Reduced 2.9%
2,542 $1.18 Million
Q2 2025

Jul 22, 2025
BUY
$376.48 - $440.65 $268,430 - $314,183
713 Added 37.43%
2,618 $1.15 Million
Q1 2025

Apr 30, 2025
SELL
$408.78 - $448.82 $283,284 - $311,032
-693 Reduced 26.67%
1,905 $799,000
Q4 2024

Jan 30, 2025
BUY
$417.69 - $450.94 $37,592 - $40,584
90 Added 3.59%
2,598 $1.11 Million
Q3 2024

Oct 10, 2024
BUY
$386.81 - $423.12 $99,410 - $108,741
257 Added 11.42%
2,508 $1.06 Million
Q1 2024

Apr 19, 2024
BUY
$372.72 - $397.76 $133,061 - $142,000
357 Added 18.85%
2,251 $895,000
Q4 2023

Jan 29, 2024
SELL
$324.19 - $377.03 $27,556 - $32,047
-85 Reduced 4.3%
1,894 $713,000
Q3 2023

Oct 19, 2023
BUY
$334.95 - $356.2 $24,451 - $26,002
73 Added 3.83%
1,979 $662,000
Q2 2023

Jul 14, 2023
SELL
$327.75 - $344.77 $117,006 - $123,082
-357 Reduced 15.78%
1,906 $655,000
Q1 2023

Apr 17, 2023
BUY
$318.5 - $343.03 $114,978 - $123,833
361 Added 18.98%
2,263 $752,000
Q4 2022

Feb 09, 2023
BUY
$291.96 - $346.06 $333,418 - $395,200
1,142 Added 150.26%
1,902 $630,000
Q3 2022

Oct 31, 2022
BUY
$287.3 - $341.74 $218,348 - $259,722
760 New
760 $218,000
Q2 2021

Jul 22, 2021
SELL
$331.45 - $347.9 $174,342 - $182,995
-526 Closed
0 $0
Q1 2021

Apr 12, 2021
BUY
$299.81 - $331.66 $92,941 - $102,814
310 Added 143.52%
526 $174,000
Q4 2020

Feb 11, 2021
BUY
$265.06 - $305.79 $34,457 - $39,752
130 Added 151.16%
216 $66,000
Q3 2020

Oct 28, 2020
BUY
$257.24 - $291.21 $13,633 - $15,434
53 Added 160.61%
86 $24,000
Q1 2020

Apr 13, 2020
SELL
$186.13 - $295.72 $8,375 - $13,307
-45 Reduced 57.69%
33 $8,000
Q4 2019

Jan 24, 2020
SELL
$260.72 - $286.33 $80,041 - $87,903
-307 Reduced 79.74%
78 $22,000
Q3 2019

Oct 15, 2019
BUY
$255.08 - $273.6 $1,785 - $1,915
7 Added 1.85%
385 $104,000
Q4 2018

Jan 30, 2019
SELL
$218.1 - $267.95 $8,724 - $10,718
-40 Reduced 9.57%
378 $88,000
Q3 2018

Nov 01, 2018
BUY
$241.66 - $267.12 $9,666 - $10,684
40 Added 10.58%
418 $105,000
Q1 2018

Apr 12, 2018
SELL
$235.13 - $265.91 $470 - $531
-2 Reduced 0.53%
378 $91,000
Q4 2017

Feb 09, 2018
BUY
$225.24 - $248.13 $23,650 - $26,053
105 Added 38.18%
380 $94,000
Q3 2017

Nov 14, 2017
BUY
$216.53 - $223.9 $59,545 - $61,572
275
275 $62,000

Others Institutions Holding DIA

# of Institutions
1,504
Shares Held
33.7M
Call Options Held
9.2M
Put Options Held
14.5M
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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