A detailed history of 9258 Wealth Management, LLC transactions in Spdr Dow Jones Industrial Average ETF Trust stock. As of the latest transaction made, 9258 Wealth Management, LLC holds 1,288 shares of DIA stock, worth $559,236. This represents 0.08% of its overall portfolio holdings.

Number of Shares
1,288
Previous 1,288 -0.0%
Holding current value
$559,236
Previous $503,000 8.15%
% of portfolio
0.08%
Previous 0.08%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2022

Aug 04, 2022

SELL
$298.72 - $351.53 $10,156 - $11,952
-34 Reduced 2.57%
1,288 $396,000
Q1 2022

May 13, 2022

BUY
$326.53 - $367.87 $44,734 - $50,398
137 Added 11.56%
1,322 $459,000
Q3 2021

Nov 12, 2021

BUY
$338.29 - $356.57 $17,252 - $18,185
51 Added 4.5%
1,185 $401,000
Q1 2020

May 05, 2020

SELL
$186.13 - $295.72 $16,751 - $26,614
-90 Reduced 7.35%
1,134 $274,000
Q4 2019

Feb 06, 2020

BUY
$260.72 - $286.33 $319,121 - $350,467
1,224 New
1,224 $349,000

Others Institutions Holding DIA

About SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST


  • Ticker DIA
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about DIA
Track This Portfolio

Track 9258 Wealth Management, LLC Portfolio

Follow 9258 Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of 9258 Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on 9258 Wealth Management, LLC with notifications on news.