Cfm Wealth Partners LLC Spdr Dow Jones Industrial Average ETF Trust Transaction History

Cfm Wealth Partners LLC

$484 Million
Q3 2024

A detailed history of Cfm Wealth Partners LLC transactions in Spdr Dow Jones Industrial Average ETF Trust stock. As of the latest transaction made, Cfm Wealth Partners LLC holds 687 shares of DIA stock, worth $297,051. This represents 0.06% of its overall portfolio holdings.

Number of Shares

687

Holding current value

$297,051

% of portfolio

0.06%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 15, 2024	BUY	$386.81 - $423.12 $265,738 - $290,683	687 New	687 $290,000
Q1 2023 Apr 12, 2023	BUY	$318.5 - $343.03 $218,809 - $235,661	687 New	687 $228,000
Q4 2022 Jan 19, 2023	BUY	$291.96 - $346.06 $200,576 - $237,743	687 New	687 $228 Million
Q4 2020 Feb 10, 2021	BUY	$265.06 - $305.79 $182,096 - $210,077	687 New	687 $210,000
Q3 2020 Nov 10, 2020	SELL	$257.24 - $291.21 $176,723 - $200,061	-687 Closed	0 $0
Q1 2020 May 12, 2020	BUY	$186.13 - $295.72 $127,871 - $203,159	687 New	687 $151,000

Others Institutions Holding DIA

# of Institutions

1,280

Shares Held

28.2M

Call Options Held

7.09M

Put Options Held

10.1M

View Full List

About SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST

Ticker DIA
Exchange NYSE
Sector ETFs
Industry ETFs

More about DIA

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Cfm Wealth Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cfm Wealth Partners LLC with notifications on news.

Account

Cfm Wealth Partners LLC Spdr Dow Jones Industrial Average ETF Trust Transaction History