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

Aaf Wealth Management, LLC

$195 Million
Q3 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 14, 2023	BUY	$334.95 - $356.2 $227,431 - $241,859	679 New	679 $227,000
Q1 2023 May 04, 2023	SELL	$318.5 - $343.03 $208,299 - $224,341	-654 Reduced 32.04%	1,387 $461,000
Q4 2022 Feb 06, 2023	SELL	$291.96 - $346.06 $1.82 Million - $2.16 Million	-6,232 Reduced 75.33%	2,041 $676,000
Q3 2022 Oct 28, 2022	SELL	$287.3 - $341.74 $13.3 Million - $15.8 Million	-46,285 Reduced 84.84%	8,273 $2.38 Million
Q2 2022 Aug 04, 2022	SELL	$298.72 - $351.53 $240,768 - $283,333	-806 Reduced 1.46%	54,558 $16.8 Million
Q1 2022 Apr 29, 2022	BUY	$326.53 - $367.87 $778,120 - $876,634	2,383 Added 4.5%	55,364 $19.2 Million
Q4 2021 Feb 10, 2022	BUY	$340.01 - $364.84 $129,203 - $138,639	380 Added 0.72%	52,981 $19.3 Million
Q3 2021 Oct 28, 2021	BUY	$338.29 - $356.57 $554,795 - $584,774	1,640 Added 3.22%	52,601 $17.8 Million
Q2 2021 Aug 09, 2021	BUY	$331.45 - $347.9 $621,137 - $651,964	1,874 Added 3.82%	50,961 $17.6 Million
Q1 2021 May 04, 2021	BUY	$299.81 - $331.66 $1.44 Million - $1.59 Million	4,797 Added 10.83%	49,087 $16.2 Million
Q4 2020 Feb 11, 2021	BUY	$265.06 - $305.79 $11.7 Million - $13.5 Million	44,290 New	44,290 $13.5 Million

Others Institutions Holding DIA

# of Institutions

1,336

Shares Held

34.2M

Call Options Held

10.4M

Put Options Held

12.1M

Morgan Stanley New York, NY

3.44M
Shares

$1.47 Billion
0.11% of portfolio
International Assets Investment Management, LLC Orlando, FL

3.4M
Shares

$1.46 Billion
0.02% of portfolio
Bank Of America Corp Charlotte, NC

2.6M
Shares

$1.11 Billion
0.09% of portfolio
Royal Bank Of Canada Toronto, A6

2.05M
Shares

$880 Million
0.18% of portfolio
Lpl Financial LLC Fort Mill, SC

1.44M
Shares

$615 Million
0.28% of portfolio

About SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST

Ticker DIA
Exchange NYSE
Sector ETFs
Industry ETFs

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