Avantax Planning Partners, Inc. Spdr Dow Jones Industrial Average ETF Trust Transaction History

Avantax Planning Partners, Inc.

$3.11 Billion
Q2 2025

A detailed history of Avantax Planning Partners, Inc. transactions in Spdr Dow Jones Industrial Average ETF Trust stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 1,130 shares of DIA stock, worth $530,218. This represents 0.02% of its overall portfolio holdings.

Number of Shares

1,130

Previous 1,235 8.5%

Holding current value

$530,218

Previous $518,000 4.05%

% of portfolio

0.02%

Previous 0.02%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 11, 2025	SELL	$376.48 - $440.65 $39,530 - $46,268	-105 Reduced 8.5%	1,130 $497,000
Q1 2025 Apr 28, 2025	BUY	$408.78 - $448.82 $504,843 - $554,292	1,235 New	1,235 $518,000
Q4 2020 Feb 04, 2021	SELL	$265.06 - $305.79 $357,831 - $412,816	-1,350 Closed	0 $0
Q3 2020 Oct 28, 2020	BUY	$257.24 - $291.21 $12,090 - $13,686	47 Added 3.61%	1,350 $375,000
Q2 2019 Aug 07, 2019	SELL	$248.22 - $268.08 $12,411 - $13,404	-50 Reduced 3.7%	1,303 $349,000
Q1 2018 May 15, 2018	BUY	$235.13 - $265.91 $12,461 - $14,093	53 Added 4.08%	1,353 $327,000
Q3 2017 Oct 19, 2017	BUY	$216.53 - $223.9 $281,489 - $291,070	1,300	1,300 $291,000

Others Institutions Holding DIA

# of Institutions

1,483

Shares Held

33.3M

Call Options Held

7.39M

Put Options Held

11M

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 Planning Partners, Inc. Spdr Dow Jones Industrial Average ETF Trust Transaction History