A detailed history of Center For Financial Planning, Inc. transactions in Spdr Dow Jones Industrial Average ETF Trust stock. As of the latest transaction made, Center For Financial Planning, Inc. holds 406 shares of DIA stock, worth $175,595. This represents 0.02% of its overall portfolio holdings.

Number of Shares
406
Previous 473 14.16%
Holding current value
$175,595
Previous $185,000 7.57%
% of portfolio
0.02%
Previous 0.03%

Shares

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

Oct 15, 2024

SELL
$386.81 - $423.12 $25,916 - $28,349
-67 Reduced 14.16%
406 $171,000
Q4 2023

Jan 29, 2024

BUY
$324.19 - $377.03 $32,419 - $37,703
100 Added 26.81%
473 $178,000
Q3 2023

Oct 24, 2023

BUY
$334.95 - $356.2 $33,829 - $35,976
101 Added 37.13%
373 $124,000
Q4 2022

Jan 27, 2023

SELL
$291.96 - $346.06 $7,298 - $8,651
-25 Reduced 8.42%
272 $0
Q4 2020

Feb 09, 2021

BUY
$265.06 - $305.79 $17,759 - $20,487
67 Added 29.13%
297 $91,000
Q4 2019

Feb 14, 2020

BUY
$260.72 - $286.33 $59,965 - $65,855
230 New
230 $66,000

Others Institutions Holding DIA

About SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST


  • Ticker DIA
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about DIA
Track This Portfolio

Track Center For Financial Planning, Inc. Portfolio

Follow Center For Financial Planning, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Center For Financial Planning, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Center For Financial Planning, Inc. with notifications on news.