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 2,013 shares of DIA stock, worth $852,324. This represents 0.13% of its overall portfolio holdings.

Number of Shares
2,013
Previous 2,013 -0.0%
Holding current value
$852,324
Previous $801,000 1.75%
% of portfolio
0.13%
Previous 0.13%

Shares

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

About SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST


  • Ticker DIA
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about DIA
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