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

Wealthspan Partners, LLC

  • $198 Million
  • Q3 2024

A detailed history of Wealthspan Partners, LLC transactions in Spdr Dow Jones Industrial Average ETF Trust stock. As of the latest transaction made, Wealthspan Partners, LLC holds 1,277 shares of DIA stock, worth $552,302. This represents 0.27% of its overall portfolio holdings.

Number of Shares
1,277
Previous 1,292 1.16%
Holding current value
$552,302
Previous $505,000 6.93%
% of portfolio
0.27%
Previous 0.28%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 04, 2024
SELL
$386.81 - $423.12 $5,802 - $6,346
-15 Reduced 1.16%
1,277 $540,000
Q2 2024

Jul 19, 2024
SELL
$377.31 - $399.95 $7,168 - $7,599
-19 Reduced 1.45%
1,292 $505,000
Q1 2024

Apr 29, 2024
SELL
$372.72 - $397.76 $3,727 - $3,977
-10 Reduced 0.76%
1,311 $521,000
Q2 2022

Aug 11, 2022
BUY
$298.72 - $351.53 $57,652 - $67,845
193 Added 17.11%
1,321 $407,000
Q4 2021

Feb 15, 2022
BUY
$340.01 - $364.84 $383,531 - $411,539
1,128 New
1,128 $410,000

Others Institutions Holding DIA

# of Institutions
1,336
Shares Held
34.2M
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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