Avantax Advisory Services, Inc. Spdr Dow Jones Industrial Average ETF Trust Transaction History

Avantax Advisory Services, Inc.

$11.1 Billion
Q1 2024

A detailed history of Avantax Advisory Services, Inc. transactions in Spdr Dow Jones Industrial Average ETF Trust stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 46,004 shares of DIA stock, worth $18.1 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares

46,004

Previous 44,967 2.31%

Holding current value

$18.1 Million

Previous $16.9 Million 7.98%

% of portfolio

0.16%

Previous 0.17%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 08, 2024	BUY	$372.72 - $397.76 $386,510 - $412,477	1,037 Added 2.31%	46,004 $18.3 Million
Q4 2023 Feb 07, 2024	SELL	$324.19 - $377.03 $33,391 - $38,834	-103 Reduced 0.23%	44,967 $16.9 Million
Q3 2023 Nov 07, 2023	BUY	$334.95 - $356.2 $2.92 Million - $3.11 Million	8,721 Added 23.99%	45,070 $15.1 Million
Q2 2023 Aug 11, 2023	BUY	$327.75 - $344.77 $164,858 - $173,419	503 Added 1.4%	36,349 $12.5 Million
Q1 2023 Apr 28, 2023	BUY	$318.5 - $343.03 $586,677 - $631,861	1,842 Added 5.42%	35,846 $11.9 Million

Q4 2022 Feb 13, 2023	BUY	$291.96 - $346.06 $267,143 - $316,644	915 Added 2.77%	34,004 $11.3 Million
Q3 2022 Nov 01, 2022	BUY	$287.3 - $341.74 $118,367 - $140,796	412 Added 1.26%	33,089 $9.51 Million
Q2 2022 Aug 02, 2022	SELL	$298.72 - $351.53 $2.56 Million - $3.01 Million	-8,575 Reduced 20.79%	32,677 $10.1 Million
Q1 2022 Apr 27, 2022	BUY	$326.53 - $367.87 $3.64 Million - $4.1 Million	11,145 Added 37.02%	41,252 $14.3 Million
Q4 2021 Jan 24, 2022	BUY	$340.01 - $364.84 $91,122 - $97,777	268 Added 0.9%	30,107 $10.9 Million
Q3 2021 Oct 21, 2021	BUY	$338.29 - $356.57 $600,464 - $632,911	1,775 Added 6.32%	29,839 $10.1 Million
Q2 2021 Jul 29, 2021	BUY	$331.45 - $347.9 $121,310 - $127,331	366 Added 1.32%	28,064 $9.68 Million
Q1 2021 May 13, 2021	BUY	$299.81 - $331.66 $495,885 - $548,565	1,654 Added 6.35%	27,698 $9.15 Million
Q4 2020 Jan 22, 2021	SELL	$265.06 - $305.79 $5.63 Million - $6.49 Million	-21,237 Reduced 44.92%	26,044 $7.96 Million
Q3 2020 Oct 14, 2020	BUY	$257.24 - $291.21 $5.91 Million - $6.7 Million	22,991 Added 94.65%	47,281 $13.1 Million
Q2 2020 Aug 06, 2020	BUY	$209.38 - $276.28 $25,334 - $33,429	121 Added 0.5%	24,290 $6.27 Million
Q1 2020 Apr 30, 2020	BUY	$186.13 - $295.72 $677,513 - $1.08 Million	3,640 Added 17.73%	24,169 $5.3 Million
Q4 2019 Feb 14, 2020	BUY	$260.72 - $286.33 $4.05 Million - $4.45 Million	15,539 Added 311.4%	20,529 $5.86 Million
Q3 2019 Nov 08, 2019	BUY	$255.08 - $273.6 $77,799 - $83,448	305 Added 6.51%	4,990 $1.34 Million
Q2 2019 Aug 06, 2019	BUY	$248.22 - $268.08 $586,543 - $633,473	2,363 Added 101.77%	4,685 $1.25 Million
Q1 2019 May 13, 2019	SELL	$226.72 - $260.89 $378,395 - $435,425	-1,669 Reduced 41.82%	2,322 $602,000
Q4 2018 Feb 13, 2019	BUY	$218.1 - $267.95 $870,437 - $1.07 Million	3,991 New	3,991 $933,000

Others Institutions Holding DIA

# of Institutions

1,259

Shares Held

31.2M

Call Options Held

8.29M

Put Options Held

11.3M

View Full List

About SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST

Ticker DIA
Exchange NYSE
Sector ETFs
Industry ETFs

More about DIA

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Avantax Advisory Services, Inc. Spdr Dow Jones Industrial Average ETF Trust Transaction History