Buckingham Strategic Wealth, LLC Spdr Dow Jones Industrial Average ETF Trust Transaction History

Buckingham Strategic Wealth, LLC

$8.98 Billion
Q2 2024

A detailed history of Buckingham Strategic Wealth, LLC transactions in Spdr Dow Jones Industrial Average ETF Trust stock. As of the latest transaction made, Buckingham Strategic Wealth, LLC holds 7,845 shares of DIA stock, worth $3.5 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

7,845

Previous 8,371 6.28%

Holding current value

$3.5 Million

Previous $3.33 Million 7.84%

% of portfolio

0.03%

Previous 0.04%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 12, 2024	SELL	$377.31 - $399.95 $198,465 - $210,373	-526 Reduced 6.28%	7,845 $3.07 Million
Q1 2024 May 09, 2024	BUY	$372.72 - $397.76 $121,879 - $130,067	327 Added 4.07%	8,371 $3.33 Million
Q4 2023 Feb 14, 2024	SELL	$324.19 - $377.03 $9,401 - $10,933	-29 Reduced 0.36%	8,044 $3.03 Million
Q3 2023 Nov 13, 2023	SELL	$334.95 - $356.2 $199,630 - $212,295	-596 Reduced 6.88%	8,073 $2.7 Million
Q2 2023 Aug 11, 2023	BUY	$327.75 - $344.77 $414,276 - $435,789	1,264 Added 17.07%	8,669 $2.98 Million
Q4 2022 Feb 13, 2023	SELL	$291.96 - $346.06 $518,520 - $614,602	-1,776 Reduced 19.34%	7,405 $2.45 Million
Q3 2022 Nov 07, 2022	SELL	$287.3 - $341.74 $5,171 - $6,151	-18 Reduced 0.2%	9,181 $2.64 Million
Q2 2022 Aug 12, 2022	SELL	$298.72 - $351.53 $84,537 - $99,482	-283 Reduced 2.98%	9,199 $2.83 Million
Q1 2022 May 10, 2022	BUY	$326.53 - $367.87 $268,407 - $302,389	822 Added 9.49%	9,482 $3.29 Million
Q4 2021 Feb 09, 2022	SELL	$340.01 - $364.84 $439,632 - $471,738	-1,293 Reduced 12.99%	8,660 $3.15 Million
Q3 2021 Nov 10, 2021	SELL	$338.29 - $356.57 $231,052 - $243,537	-683 Reduced 6.42%	9,953 $3.37 Million
Q2 2021 Aug 06, 2021	BUY	$331.45 - $347.9 $1.79 Million - $1.88 Million	5,405 Added 103.33%	10,636 $3.67 Million
Q1 2021 Apr 30, 2021	BUY	$299.81 - $331.66 $229,954 - $254,383	767 Added 17.18%	5,231 $1.73 Million
Q4 2020 Feb 16, 2021	SELL	$265.06 - $305.79 $170,433 - $196,622	-643 Reduced 12.59%	4,464 $1.37 Million
Q3 2020 Nov 12, 2020	SELL	$257.24 - $291.21 $154,601 - $175,017	-601 Reduced 10.53%	5,107 $1.42 Million
Q2 2020 Aug 03, 2020	SELL	$209.38 - $276.28 $376,884 - $497,303	-1,800 Reduced 23.97%	5,708 $1.47 Million
Q1 2020 May 07, 2020	BUY	$186.13 - $295.72 $264,676 - $420,513	1,422 Added 23.37%	7,508 $1.65 Million
Q4 2019 Feb 04, 2020	BUY	$260.72 - $286.33 $174,421 - $191,554	669 Added 12.35%	6,086 $1.74 Million
Q3 2019 Nov 12, 2019	SELL	$255.08 - $273.6 $241,560 - $259,099	-947 Reduced 14.88%	5,417 $1.46 Million
Q2 2019 Aug 05, 2019	BUY	$248.22 - $268.08 $223,646 - $241,540	901 Added 16.49%	6,364 $1.69 Million
Q1 2019 May 02, 2019	BUY	$226.72 - $260.89 $110,866 - $127,575	489 Added 9.83%	5,463 $1.42 Million
Q4 2018 Feb 11, 2019	BUY	$218.1 - $267.95 $87,240 - $107,180	400 Added 8.75%	4,974 $1.16 Million
Q3 2018 Nov 02, 2018	SELL	$241.66 - $267.12 $132,913 - $146,916	-550 Reduced 10.73%	4,574 $1.21 Million
Q2 2018 Aug 13, 2018	SELL	$236.15 - $253.39 $17,947 - $19,257	-76 Reduced 1.46%	5,124 $1.24 Million
Q1 2018 May 14, 2018	BUY	$235.13 - $265.91 $355,986 - $402,587	1,514 Added 41.07%	5,200 $1.26 Million
Q4 2017 Feb 12, 2018	SELL	$225.24 - $248.13 $80,410 - $88,582	-357 Reduced 8.83%	3,686 $912,000
Q3 2017 Nov 08, 2017	BUY	$216.53 - $223.9 $875,430 - $905,227	4,043	4,043 $905,000

Others Institutions Holding DIA

# of Institutions

1,385

Shares Held

32.2M

Call Options Held

10.4M

Put Options Held

12.1M

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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Buckingham Strategic Wealth, LLC Spdr Dow Jones Industrial Average ETF Trust Transaction History