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

Wealth Management Partners, LLC

$229 Million
Q4 2024

A detailed history of Wealth Management Partners, LLC transactions in Spdr Dow Jones Industrial Average ETF Trust stock. As of the latest transaction made, Wealth Management Partners, LLC holds 2,777 shares of DIA stock, worth $1.21 Million. This represents 0.52% of its overall portfolio holdings.

Number of Shares

2,777

Previous 2,765 0.43%

Holding current value

$1.21 Million

Previous $1.17 Million 1.03%

% of portfolio

0.52%

Previous 0.55%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 16, 2025	BUY	$417.69 - $450.94 $5,012 - $5,411	12 Added 0.43%	2,777 $1.18 Million
Q3 2024 Oct 21, 2024	SELL	$386.81 - $423.12 $39,067 - $42,735	-101 Reduced 3.52%	2,765 $1.17 Million
Q2 2024 Jul 12, 2024	SELL	$377.31 - $399.95 $9,810 - $10,398	-26 Reduced 0.9%	2,866 $1.12 Million
Q1 2024 Apr 12, 2024	SELL	$372.72 - $397.76 $24,599 - $26,252	-66 Reduced 2.23%	2,892 $1.15 Million
Q3 2023 Oct 24, 2023	SELL	$334.95 - $356.2 $11,388 - $12,110	-34 Reduced 1.14%	2,958 $990,000
Q2 2023 Jul 24, 2023	SELL	$327.75 - $344.77 $64,894 - $68,264	-198 Reduced 6.21%	2,992 $1.03 Million
Q1 2023 Apr 14, 2023	BUY	$318.5 - $343.03 $60,515 - $65,175	190 Added 6.33%	3,190 $1.06 Million
Q4 2021 Jan 19, 2022	SELL	$340.01 - $364.84 $85,342 - $91,574	-251 Reduced 7.72%	3,000 $1.18 Million
Q2 2021 Jul 14, 2021	SELL	$331.45 - $347.9 $14,583 - $15,307	-44 Reduced 1.34%	3,251 $1.12 Million
Q1 2021 Apr 15, 2021	SELL	$299.81 - $331.66 $88,144 - $97,508	-294 Reduced 8.19%	3,295 $1.1 Million
Q4 2020 Feb 04, 2021	BUY	$265.06 - $305.79 $951,300 - $1.1 Million	3,589 New	3,589 $1.11 Million

Others Institutions Holding DIA

# of Institutions

1,448

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 Wealth Management Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Management Partners, LLC with notifications on news.

Account

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