Beam Wealth Advisors, Inc. Spdr Dow Jones Industrial Average ETF Trust Transaction History

Beam Wealth Advisors, Inc.

$303 Million
Q2 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Jan 14, 2022	SELL	$340.01 - $364.84 $1.12 Million - $1.2 Million	-3,297 Closed	0 $0
Q3 2021 Oct 14, 2021	SELL	$338.29 - $356.57 $26,724 - $28,169	-79 Reduced 2.34%	3,297 $1.12 Million
Q2 2021 Jul 13, 2021	BUY	$331.45 - $347.9 $19,887 - $20,874	60 Added 1.81%	3,376 $1.17 Million
Q1 2021 May 17, 2021	SELL	$299.81 - $331.66 $145,407 - $160,855	-485 Reduced 12.76%	3,316 $1.1 Million
Q4 2020 Jan 26, 2021	SELL	$265.06 - $305.79 $34,192 - $39,446	-129 Reduced 3.28%	3,801 $1.16 Million
Q3 2020 Oct 07, 2020	SELL	$257.24 - $291.21 $106,754 - $120,852	-415 Reduced 9.55%	3,930 $1.09 Million
Q2 2020 Jul 07, 2020	BUY	$209.38 - $276.28 $60,301 - $79,568	288 Added 7.1%	4,345 $1.14 Million
Q1 2020 Apr 08, 2020	BUY	$186.13 - $295.72 $504,784 - $801,992	2,712 Added 201.64%	4,057 $889,000
Q4 2019 Feb 14, 2020	BUY	$260.72 - $286.33 $350,668 - $385,113	1,345 New	1,345 $383,000

Others Institutions Holding DIA

# of Institutions

1,277

Shares Held

28.4M

Call Options Held

7.09M

Put Options Held

10.1M

About SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST

Ticker DIA
Exchange NYSE
Sector ETFs
Industry ETFs

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