Amplius Wealth Advisors, LLC Spdr Dow Jones Industrial Average ETF Trust Transaction History

Amplius Wealth Advisors, LLC

$815 Million
Q3 2024

A detailed history of Amplius Wealth Advisors, LLC transactions in Spdr Dow Jones Industrial Average ETF Trust stock. As of the latest transaction made, Amplius Wealth Advisors, LLC holds 28,510 shares of DIA stock, worth $12.4 Million. This represents 1.48% of its overall portfolio holdings.

Number of Shares

28,510

Previous 28,295 0.76%

Holding current value

$12.4 Million

Previous $11.1 Million 9.0%

% of portfolio

1.48%

Previous 1.46%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 16, 2024	BUY	$386.81 - $423.12 $83,164 - $90,970	215 Added 0.76%	28,510 $12.1 Million
Q2 2024 Jul 22, 2024	SELL	$377.31 - $399.95 $604,450 - $640,719	-1,602 Reduced 5.36%	28,295 $11.1 Million
Q1 2024 Apr 16, 2024	SELL	$372.72 - $397.76 $455,836 - $486,460	-1,223 Reduced 3.93%	29,897 $11.9 Million
Q4 2023 Jan 10, 2024	SELL	$324.19 - $377.03 $360,175 - $418,880	-1,111 Reduced 3.45%	31,120 $11.7 Million
Q3 2023 Oct 17, 2023	SELL	$334.95 - $356.2 $189,581 - $201,609	-566 Reduced 1.73%	32,231 $10.8 Million
Q2 2023 Jul 26, 2023	SELL	$327.75 - $344.77 $563,402 - $592,659	-1,719 Reduced 4.98%	32,797 $11.3 Million
Q1 2023 Apr 25, 2023	BUY	$318.5 - $343.03 $200,336 - $215,765	629 Added 1.86%	34,516 $11.5 Million
Q4 2022 Jan 19, 2023	SELL	$291.96 - $346.06 $25 Million - $29.6 Million	-85,566 Reduced 71.63%	33,887 $0
Q3 2022 Nov 10, 2022	BUY	$287.3 - $341.74 $3.95 Million - $4.69 Million	13,736 Added 12.99%	119,453 $34.3 Million
Q2 2022 Jul 21, 2022	BUY	$298.72 - $351.53 $11 Million - $12.9 Million	36,662 Added 53.09%	105,717 $32.5 Million
Q1 2022 May 09, 2022	BUY	$326.53 - $367.87 $14.6 Million - $16.5 Million	44,729 Added 183.87%	69,055 $24 Million
Q4 2021 Jan 28, 2022	BUY	$340.01 - $364.84 $8.27 Million - $8.88 Million	24,326 New	24,326 $8.84 Million

Others Institutions Holding DIA

# of Institutions

1,332

Shares Held

34M

Call Options Held

10.4M

Put Options Held

12.1M

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 Amplius Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Amplius Wealth Advisors, LLC with notifications on news.

Account

Amplius Wealth Advisors, LLC Spdr Dow Jones Industrial Average ETF Trust Transaction History