Walled Lake Planning & Wealth Management, LLC Spdr Dow Jones Industrial Average ETF Trust Transaction History

Walled Lake Planning & Wealth Management, LLC

$226 Million
Q2 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2021 Feb 10, 2022	SELL	$340.01 - $364.84 $17,680 - $18,971	-52 Closed	0 $0
Q3 2020 Nov 13, 2020	SELL	$257.24 - $291.21 $4,630 - $5,241	-18 Reduced 25.71%	52 $14,000
Q4 2019 May 15, 2020	BUY	$260.72 - $286.33 $18,250 - $20,043	70 New	70 $20,000

Others Institutions Holding DIA

# of Institutions

1,299

Shares Held

31.8M

Call Options Held

7.09M

Put Options Held

10.1M

International Assets Investment Management, LLC Orlando, FL

3.4M
Shares

$1.43 Billion
0.02% of portfolio
Morgan Stanley New York, NY

3.26M
Shares

$1.37 Billion
0.1% of portfolio
Bank Of America Corp Charlotte, NC

2.45M
Shares

$1.03 Billion
0.09% of portfolio
Lpl Financial LLC Fort Mill, SC

1.43M
Shares

$602 Million
0.29% of portfolio
Wells Fargo & Company San Francisco, CA

1.15M
Shares

$484 Million
0.11% of portfolio

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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