Atlas Private Wealth Advisors Spdr Dow Jones Industrial Average ETF Trust Transaction History

Atlas Private Wealth Advisors

$688 Million
Q4 2024

A detailed history of Atlas Private Wealth Advisors transactions in Spdr Dow Jones Industrial Average ETF Trust stock. As of the latest transaction made, Atlas Private Wealth Advisors holds 88,445 shares of DIA stock, worth $38.2 Million. This represents 5.47% of its overall portfolio holdings.

Number of Shares

88,445

Previous 88,399 0.05%

Holding current value

$38.2 Million

Previous $37.4 Million 0.61%

% of portfolio

5.47%

Previous 5.5%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	BUY	$417.69 - $450.94 $19,213 - $20,743	46 Added 0.05%	88,445 $37.6 Million
Q3 2024 Oct 08, 2024	BUY	$386.81 - $423.12 $8.01 Million - $8.76 Million	20,708 Added 30.59%	88,399 $37.4 Million
Q2 2024 Jul 12, 2024	BUY	$377.31 - $399.95 $13.6 Million - $14.4 Million	36,053 Added 113.95%	67,691 $26.5 Million
Q1 2024 May 03, 2024	SELL	$372.72 - $397.76 $10.5 Million - $11.2 Million	-28,174 Reduced 47.1%	31,638 $12.6 Million
Q4 2023 Jan 10, 2024	BUY	$324.19 - $377.03 $19.4 Million - $22.6 Million	59,812 New	59,812 $22.5 Million
Q2 2022 Aug 15, 2022	SELL	$298.72 - $351.53 $1.47 Million - $1.73 Million	-4,911 Closed	0 $0
Q1 2022 Apr 26, 2022	BUY	$326.53 - $367.87 $592,325 - $667,316	1,814 Added 58.57%	4,911 $1.7 Million
Q4 2021 Apr 21, 2022	BUY	$340.01 - $364.84 $979,908 - $1.05 Million	2,882 Added 1340.47%	3,097 $1.13 Million
Q3 2021 Oct 26, 2021	BUY	$338.29 - $356.57 $48,375 - $50,989	143 Added 198.61%	215 $73,000
Q1 2021 Apr 28, 2021	SELL	$299.81 - $331.66 $87,244 - $96,513	-291 Reduced 80.17%	72 $24,000
Q4 2020 Jan 29, 2021	SELL	$265.06 - $305.79 $8,216 - $9,479	-31 Reduced 7.87%	363 $111,000
Q3 2020 Oct 27, 2020	BUY	$257.24 - $291.21 $74,856 - $84,742	291 Added 282.52%	394 $109,000
Q2 2020 Aug 14, 2020	BUY	$209.38 - $276.28 $21,566 - $28,456	103 New	103 $27,000

Others Institutions Holding DIA

# of Institutions

1,451

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

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 Atlas Private Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Atlas Private Wealth Advisors with notifications on news.

Account

Atlas Private Wealth Advisors Spdr Dow Jones Industrial Average ETF Trust Transaction History