A detailed history of Clarity Wealth Advisors, LLC transactions in Spdr Dow Jones Industrial Average ETF Trust stock. As of the latest transaction made, Clarity Wealth Advisors, LLC holds 23,333 shares of DIA stock, worth $9.13 Million. This represents 3.14% of its overall portfolio holdings.

Number of Shares
23,333
Previous 19,937 17.03%
Holding current value
$9.13 Million
Previous $7.51 Million 23.52%
% of portfolio
3.14%
Previous 2.83%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 17, 2024

BUY
$372.72 - $397.76 $1.27 Million - $1.35 Million
3,396 Added 17.03%
23,333 $9.28 Million
Q4 2023

Jan 10, 2024

BUY
$324.19 - $377.03 $2.27 Million - $2.64 Million
7,003 Added 54.14%
19,937 $7.51 Million
Q3 2023

Nov 06, 2023

BUY
$334.95 - $356.2 $709,089 - $754,075
2,117 Added 19.57%
12,934 $4.33 Million
Q2 2023

Jul 28, 2023

BUY
$327.75 - $344.77 $634,851 - $667,819
1,937 Added 21.81%
10,817 $3.72 Million
Q1 2023

May 10, 2023

BUY
$318.5 - $343.03 $778,414 - $838,365
2,444 Added 37.97%
8,880 $2.95 Million
Q4 2022

Feb 06, 2023

BUY
$291.96 - $346.06 $739,242 - $876,223
2,532 Added 64.86%
6,436 $2.13 Million
Q3 2022

Nov 01, 2022

BUY
$287.3 - $341.74 $193,927 - $230,674
675 Added 20.9%
3,904 $1.12 Million
Q2 2022

Jul 19, 2022

BUY
$298.72 - $351.53 $153,542 - $180,686
514 Added 18.93%
3,229 $993,000
Q1 2022

May 02, 2022

BUY
$326.53 - $367.87 $84,571 - $95,278
259 Added 10.55%
2,715 $941,000
Q4 2021

Jan 25, 2022

BUY
$340.01 - $364.84 $105,743 - $113,465
311 Added 14.5%
2,456 $892,000
Q3 2021

Oct 20, 2021

BUY
$338.29 - $356.57 $111,297 - $117,311
329 Added 18.12%
2,145 $725,000
Q2 2021

Aug 12, 2021

BUY
$331.45 - $347.9 $143,186 - $150,292
432 Added 31.21%
1,816 $626,000
Q1 2021

Apr 28, 2021

BUY
$299.81 - $331.66 $60,861 - $67,326
203 Added 17.19%
1,384 $456,000
Q4 2020

Feb 04, 2021

SELL
$265.06 - $305.79 $10,337 - $11,925
-39 Reduced 3.2%
1,181 $361,000
Q3 2020

Oct 13, 2020

BUY
$257.24 - $291.21 $57,107 - $64,648
222 Added 22.24%
1,220 $338,000
Q2 2020

Aug 04, 2020

BUY
$209.38 - $276.28 $208,961 - $275,727
998 New
998 $257,000
Q1 2020

Apr 29, 2020

SELL
$186.13 - $295.72 $157,838 - $250,770
-848 Closed
0 $0
Q4 2019

Feb 10, 2020

BUY
$260.72 - $286.33 $221,090 - $242,807
848 New
848 $241,000

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 Clarity Wealth Advisors, LLC Portfolio

Follow Clarity Wealth Advisors, LLC 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 Clarity Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Clarity Wealth Advisors, LLC with notifications on news.