Archetype Wealth Partners Spdr Dow Jones Industrial Average ETF Trust Transaction History

Archetype Wealth Partners

  • $686 Million
  • Q4 2024

A detailed history of Archetype Wealth Partners transactions in Spdr Dow Jones Industrial Average ETF Trust stock. As of the latest transaction made, Archetype Wealth Partners holds 1,890 shares of DIA stock, worth $813,588. This represents 0.12% of its overall portfolio holdings.

Number of Shares
1,890
Previous 1,890 -0.0%
Holding current value
$813,588
Previous $800,000 0.5%
% of portfolio
0.12%
Previous 0.12%

Shares

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

Nov 14, 2024
SELL
$386.81 - $423.12 $47,577 - $52,043
-123 Reduced 6.11%
1,890 $800,000
Q1 2024

May 14, 2024
SELL
$372.72 - $397.76 $44,726 - $47,731
-120 Reduced 5.63%
2,013 $801,000
Q3 2023

Nov 13, 2023
SELL
$334.95 - $356.2 $142,688 - $151,741
-426 Reduced 16.65%
2,133 $714,000
Q2 2023

Aug 14, 2023
BUY
$327.75 - $344.77 $17,370 - $18,272
53 Added 2.11%
2,559 $880,000
Q1 2023

May 10, 2023
BUY
$318.5 - $343.03 $196,196 - $211,306
616 Added 32.59%
2,506 $834,000
Q2 2020

Aug 13, 2020
BUY
$209.38 - $276.28 $395,728 - $522,169
1,890 New
1,890 $487,000

Others Institutions Holding DIA

# of Institutions
1,452
Shares Held
36.7M
Call Options Held
10.2M
Put Options Held
10.1M
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
Track This Portfolio

Track Archetype Wealth Partners Portfolio

Follow Archetype Wealth Partners 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 Archetype Wealth Partners, based on Form 13F filings with the SEC.

News

Stay updated on Archetype Wealth Partners with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email