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

Arete Wealth Advisors, LLC

  • $1.17 Billion
  • Q3 2024

A detailed history of Arete Wealth Advisors, LLC transactions in Spdr Dow Jones Industrial Average ETF Trust stock. As of the latest transaction made, Arete Wealth Advisors, LLC holds 16,409 shares of DIA stock, worth $7.03 Million. This represents 0.6% of its overall portfolio holdings.

Number of Shares
16,409
Previous 16,409 -0.0%
Holding current value
$7.03 Million
Previous $6.94 Million -0.0%
% of portfolio
0.6%
Previous 0.6%

Shares

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

Nov 14, 2024
SELL
$386.81 - $423.12 $1.37 Million - $1.5 Million
-3,553 Reduced 17.8%
16,409 $6.94 Million
Q2 2024

Aug 13, 2024
SELL
$377.31 - $399.95 $115,456 - $122,384
-306 Reduced 1.51%
19,962 $7.81 Million
Q1 2024

May 15, 2024
SELL
$372.72 - $397.76 $117,034 - $124,896
-314 Reduced 1.53%
20,268 $8.06 Million
Q4 2023

Feb 14, 2024
BUY
$324.19 - $377.03 $192,893 - $224,332
595 Added 2.98%
20,582 $7.76 Million
Q3 2023

Oct 30, 2023
SELL
$334.95 - $356.2 $628,701 - $668,587
-1,877 Reduced 8.58%
19,987 $6.69 Million
Q2 2023

Aug 09, 2023
BUY
$327.75 - $344.77 $52,112 - $54,818
159 Added 0.73%
21,864 $7.52 Million
Q1 2023

May 01, 2023
SELL
$318.5 - $343.03 $101,283 - $109,083
-318 Reduced 1.44%
21,705 $7.22 Million
Q4 2022

Feb 06, 2023
BUY
$291.96 - $346.06 $600,561 - $711,845
2,057 Added 10.3%
22,023 $7.3 Million
Q3 2022

Nov 07, 2022
BUY
$287.3 - $341.74 $140,202 - $166,769
488 Added 2.51%
19,966 $5.74 Million
Q2 2022

Aug 15, 2022
SELL
$298.72 - $351.53 $425,676 - $500,930
-1,425 Reduced 6.82%
19,478 $6 Million
Q1 2022

May 06, 2022
BUY
$326.53 - $367.87 $442,774 - $498,831
1,356 Added 6.94%
20,903 $7.25 Million
Q4 2021

Feb 07, 2022
BUY
$340.01 - $364.84 $96,222 - $103,249
283 Added 1.47%
19,547 $7.11 Million
Q3 2021

Nov 15, 2021
BUY
$338.29 - $356.57 $73,747 - $77,732
218 Added 1.14%
19,264 $6.52 Million
Q2 2021

Aug 09, 2021
BUY
$331.45 - $347.9 $677,483 - $711,107
2,044 Added 12.02%
19,046 $552,000
Q1 2021

May 10, 2021
BUY
$299.81 - $331.66 $252,140 - $278,926
841 Added 5.2%
17,002 $5.61 Million
Q4 2020

Feb 08, 2021
SELL
$265.06 - $305.79 $2,650 - $3,057
-10 Reduced 0.06%
16,161 $4.87 Million
Q3 2020

Nov 09, 2020
SELL
$257.24 - $291.21 $132,478 - $149,973
-515 Reduced 3.09%
16,171 $4.48 Million
Q2 2020

Aug 11, 2020
BUY
$209.38 - $276.28 $17,797 - $23,483
85 Added 0.51%
16,686 $4.3 Million
Q1 2020

May 14, 2020
BUY
$186.13 - $295.72 $528,236 - $839,253
2,838 Added 20.62%
16,601 $3.64 Million
Q4 2019

Feb 14, 2020
BUY
$260.72 - $286.33 $158,257 - $173,802
607 Added 4.61%
13,763 $3.92 Million
Q3 2019

Nov 13, 2019
BUY
$255.08 - $273.6 $177,280 - $190,152
695 Added 5.58%
13,156 $3.54 Million
Q2 2019

Aug 14, 2019
SELL
$248.22 - $268.08 $93,578 - $101,066
-377 Reduced 2.94%
12,461 $3.31 Million
Q1 2019

May 15, 2019
BUY
$226.72 - $260.89 $47,384 - $54,526
209 Added 1.65%
12,838 $3.33 Million
Q4 2018

Feb 14, 2019
BUY
$218.1 - $267.95 $670,875 - $824,214
3,076 Added 32.2%
12,629 $2.95 Million
Q3 2018

Nov 14, 2018
BUY
$241.66 - $267.12 $89,897 - $99,368
372 Added 4.05%
9,553 $2.53 Million
Q2 2018

Aug 14, 2018
SELL
$236.15 - $253.39 $210,409 - $225,770
-891 Reduced 8.85%
9,181 $2.23 Million
Q1 2018

May 15, 2018
BUY
$235.13 - $265.91 $972,732 - $1.1 Million
4,137 Added 69.71%
10,072 $2.43 Million
Q4 2017

Feb 14, 2018
BUY
$225.24 - $248.13 $102,709 - $113,147
456 Added 8.32%
5,935 $1.47 Million
Q3 2017

Nov 15, 2017
BUY
$216.53 - $223.9 $1.19 Million - $1.23 Million
5,479
5,479 $1.23 Million

Others Institutions Holding DIA

# of Institutions
1,336
Shares Held
34.2M
Call Options Held
10.4M
Put Options Held
12.1M
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 Arete Wealth Advisors, LLC Portfolio

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

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email