A detailed history of Beaumont Financial Advisors, LLC transactions in Spdr Dow Jones Industrial Average ETF Trust stock. As of the latest transaction made, Beaumont Financial Advisors, LLC holds 2,544 shares of DIA stock, worth $1.13 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares
2,544
Previous 2,488 2.25%
Holding current value
$1.13 Million
Previous $973,000 10.59%
% of portfolio
0.1%
Previous 0.09%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 09, 2024

BUY
$386.81 - $423.12 $21,661 - $23,694
56 Added 2.25%
2,544 $1.08 Million
Q2 2024

Jul 24, 2024

BUY
$377.31 - $399.95 $11,319 - $11,998
30 Added 1.22%
2,488 $973,000
Q1 2024

May 10, 2024

BUY
$372.72 - $397.76 $177,414 - $189,333
476 Added 24.02%
2,458 $977,000
Q4 2023

Jan 31, 2024

BUY
$324.19 - $377.03 $76,184 - $88,602
235 Added 13.45%
1,982 $746,000
Q3 2023

Nov 01, 2023

BUY
$334.95 - $356.2 $46,558 - $49,511
139 Added 8.64%
1,747 $585,000
Q2 2023

Aug 02, 2023

BUY
$327.75 - $344.77 $32,775 - $34,477
100 Added 6.63%
1,608 $552,000
Q1 2023

May 08, 2023

SELL
$318.5 - $343.03 $308,945 - $332,739
-970 Reduced 39.14%
1,508 $501,000
Q4 2022

Jan 25, 2023

BUY
$291.96 - $346.06 $723,476 - $857,536
2,478 New
2,478 $0

Others Institutions Holding DIA

About SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST


  • Ticker DIA
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about DIA
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