Wealthcare Advisory Partners LLC Spdr Dow Jones Industrial Average ETF Trust Transaction History

Wealthcare Advisory Partners LLC

$3.49 Billion
Q4 2024

A detailed history of Wealthcare Advisory Partners LLC transactions in Spdr Dow Jones Industrial Average ETF Trust stock. As of the latest transaction made, Wealthcare Advisory Partners LLC holds 4,748 shares of DIA stock, worth $2.05 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares

4,748

Previous 3,886 22.18%

Holding current value

$2.05 Million

Previous $1.64 Million 22.87%

% of portfolio

0.06%

Previous 0.05%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	BUY	$417.69 - $450.94 $360,048 - $388,710	862 Added 22.18%	4,748 $2.02 Million
Q3 2024 Nov 04, 2024	SELL	$386.81 - $423.12 $240,595 - $263,180	-622 Reduced 13.8%	3,886 $1.64 Million
Q2 2024 Aug 09, 2024	SELL	$377.31 - $399.95 $254,684 - $269,966	-675 Reduced 13.02%	4,508 $1.76 Million
Q1 2024 Apr 15, 2024	BUY	$372.72 - $397.76 $887,819 - $947,464	2,382 Added 85.04%	5,183 $2.06 Million
Q4 2023 Feb 06, 2024	SELL	$324.19 - $377.03 $23,665 - $27,523	-73 Reduced 2.54%	2,801 $1.06 Million
Q3 2023 Oct 12, 2023	BUY	$334.95 - $356.2 $39,859 - $42,387	119 Added 4.32%	2,874 $962,000
Q2 2023 Jul 17, 2023	SELL	$327.75 - $344.77 $17,698 - $18,617	-54 Reduced 1.92%	2,755 $947,000
Q1 2023 May 04, 2023	SELL	$318.5 - $343.03 $40,131 - $43,221	-126 Reduced 4.29%	2,809 $934,000
Q4 2022 Feb 13, 2023	SELL	$291.96 - $346.06 $109,193 - $129,426	-374 Reduced 11.3%	2,935 $972,000
Q3 2022 Nov 14, 2022	SELL	$287.3 - $341.74 $225,530 - $268,265	-785 Reduced 19.17%	3,309 $951,000
Q2 2022 Aug 15, 2022	SELL	$298.72 - $351.53 $100,668 - $118,465	-337 Reduced 7.61%	4,094 $1.26 Million
Q1 2022 Apr 15, 2022	SELL	$326.53 - $367.87 $230,530 - $259,716	-706 Reduced 13.74%	4,431 $1.54 Million
Q4 2021 Feb 11, 2022	SELL	$340.01 - $364.84 $30,940 - $33,200	-91 Reduced 1.74%	5,137 $1.87 Million
Q3 2021 Nov 15, 2021	BUY	$338.29 - $356.57 $294,312 - $310,215	870 Added 19.96%	5,228 $1.77 Million
Q2 2021 Aug 16, 2021	BUY	$331.45 - $347.9 $112,030 - $117,590	338 Added 8.41%	4,358 $1.5 Million
Q1 2021 Apr 30, 2021	BUY	$299.81 - $331.66 $157,400 - $174,121	525 Added 15.02%	4,020 $1.33 Million
Q4 2020 Feb 12, 2021	BUY	$265.06 - $305.79 $495,662 - $571,827	1,870 Added 115.08%	3,495 $1.07 Million
Q3 2020 Oct 29, 2020	BUY	$257.24 - $291.21 $124,504 - $140,945	484 Added 42.42%	1,625 $451,000
Q2 2020 Jul 29, 2020	BUY	$209.38 - $276.28 $60,092 - $79,292	287 Added 33.61%	1,141 $294,000
Q1 2020 Apr 29, 2020	SELL	$186.13 - $295.72 $21,777 - $34,599	-117 Reduced 12.05%	854 $187,000
Q4 2019 Jan 29, 2020	SELL	$260.72 - $286.33 $74,044 - $81,317	-284 Reduced 22.63%	971 $277,000
Q3 2019 Oct 17, 2019	BUY	$255.08 - $273.6 $3,060 - $3,283	12 Added 0.97%	1,255 $338,000
Q2 2019 Jul 30, 2019	SELL	$248.22 - $268.08 $2,978 - $3,216	-12 Reduced 0.96%	1,243 $330,000
Q1 2019 May 13, 2019	BUY	$226.72 - $260.89 $11,789 - $13,566	52 Added 4.32%	1,255 $325,000
Q4 2018 Feb 14, 2019	BUY	$218.1 - $267.95 $94,437 - $116,022	433 Added 56.23%	1,203 $281,000
Q3 2018 Nov 14, 2018	BUY	$241.66 - $267.12 $6,041 - $6,678	25 Added 3.36%	770 $204,000
Q2 2018 Aug 14, 2018	BUY	$236.15 - $253.39 $37,784 - $40,542	160 Added 27.35%	745 $181,000
Q1 2018 May 15, 2018	BUY	$235.13 - $265.91 $93,111 - $105,300	396 Added 209.52%	585 $141,000
Q3 2017 Nov 15, 2017	BUY	$216.53 - $223.9 $40,924 - $42,317	189	189 $42,000

Others Institutions Holding DIA

# of Institutions

1,450

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 Wealthcare Advisory Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealthcare Advisory Partners LLC with notifications on news.

Account

Wealthcare Advisory Partners LLC Spdr Dow Jones Industrial Average ETF Trust Transaction History