Balboa Wealth Partners Spdr Dow Jones Industrial Average ETF Trust Transaction History

Balboa Wealth Partners

  • $422 Million
  • Q4 2024

A detailed history of Balboa Wealth Partners transactions in Spdr Dow Jones Industrial Average ETF Trust stock. As of the latest transaction made, Balboa Wealth Partners holds 7,961 shares of DIA stock, worth $3.52 Million. This represents 0.8% of its overall portfolio holdings.

Number of Shares
7,961
Previous 4,305 84.92%
Holding current value
$3.52 Million
Previous $1.82 Million 86.0%
% of portfolio
0.8%
Previous 0.47%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 10, 2025
BUY
$417.69 - $450.94 $1.53 Million - $1.65 Million
3,656 Added 84.92%
7,961 $3.39 Million
Q3 2024

Nov 06, 2024
BUY
$386.81 - $423.12 $365,148 - $399,425
944 Added 28.09%
4,305 $1.82 Million
Q2 2024

Aug 13, 2024
SELL
$377.31 - $399.95 $1.07 Million - $1.13 Million
-2,830 Reduced 45.71%
3,361 $1.31 Million
Q1 2024

May 13, 2024
BUY
$372.72 - $397.76 $1.2 Million - $1.29 Million
3,231 Added 109.16%
6,191 $2.46 Million
Q4 2023

Feb 09, 2024
SELL
$324.19 - $377.03 $52,194 - $60,701
-161 Reduced 5.16%
2,960 $1.12 Million
Q3 2023

Oct 23, 2023
SELL
$334.95 - $356.2 $589,177 - $626,555
-1,759 Reduced 36.05%
3,121 $1.05 Million
Q2 2023

Aug 08, 2023
BUY
$327.75 - $344.77 $613,875 - $645,754
1,873 Added 62.29%
4,880 $1.68 Million
Q1 2023

May 11, 2023
SELL
$318.5 - $343.03 $1.01 Million - $1.09 Million
-3,170 Reduced 51.32%
3,007 $1 Million
Q4 2022

Feb 14, 2023
BUY
$291.96 - $346.06 $1.2 Million - $1.42 Million
4,114 Added 199.42%
6,177 $2.05 Million
Q3 2022

Jan 04, 2023
BUY
$287.3 - $341.74 $592,699 - $705,009
2,063 New
2,063 $593,000

Others Institutions Holding DIA

# of Institutions
1,442
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

DIA Quotes by TradingView
  • Ticker DIA
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about DIA
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