A detailed history of American Financial & Tax Strategies Inc transactions in Spdr Dow Jones Industrial Average ETF Trust stock. As of the latest transaction made, American Financial & Tax Strategies Inc holds 3,539 shares of DIA stock, worth $1.55 Million. This represents 0.78% of its overall portfolio holdings.

Number of Shares
3,539
Previous 3,563 0.67%
Holding current value
$1.55 Million
Previous $1.39 Million 7.47%
% of portfolio
0.78%
Previous 0.75%

Shares

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

Oct 28, 2024

SELL
$386.81 - $423.12 $9,283 - $10,154
-24 Reduced 0.67%
3,539 $1.5 Million
Q2 2024

Aug 08, 2024

SELL
$377.31 - $399.95 $61,501 - $65,191
-163 Reduced 4.37%
3,563 $1.39 Million
Q1 2024

Aug 02, 2024

BUY
$372.72 - $397.76 $1.39 Million - $1.48 Million
3,726 New
3,726 $1.48 Million
Q4 2023

Aug 06, 2024

BUY
$324.19 - $377.03 $68,728 - $79,930
212 Added 5.69%
3,938 $1.48 Billion

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 American Financial & Tax Strategies Inc Portfolio

Follow American Financial & Tax Strategies Inc 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 American Financial & Tax Strategies Inc, based on Form 13F filings with the SEC.

News

Stay updated on American Financial & Tax Strategies Inc with notifications on news.