Cm Wealth Advisors LLC Spdr Dow Jones Industrial Average ETF Trust Transaction History

Cm Wealth Advisors LLC

  • $304 Million
  • Q3 2024

A detailed history of Cm Wealth Advisors LLC transactions in Spdr Dow Jones Industrial Average ETF Trust stock. As of the latest transaction made, Cm Wealth Advisors LLC holds 135,116 shares of DIA stock, worth $59.5 Million. This represents 18.81% of its overall portfolio holdings.

Number of Shares
135,116
Previous 108,684 24.32%
Holding current value
$59.5 Million
Previous $42.5 Million 34.49%
% of portfolio
18.81%
Previous 20.25%

Shares

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

Nov 12, 2024
BUY
$386.81 - $423.12 $10.2 Million - $11.2 Million
26,432 Added 24.32%
135,116 $57.2 Million
Q2 2024

Aug 14, 2024
SELL
$377.31 - $399.95 $10.1 Million - $10.7 Million
-26,756 Reduced 19.75%
108,684 $42.5 Million
Q1 2024

May 13, 2024
BUY
$372.72 - $397.76 $9.72 Million - $10.4 Million
26,070 Added 23.84%
135,440 $53.9 Million
Q4 2023

Feb 05, 2024
SELL
$324.19 - $377.03 $69,376 - $80,684
-214 Reduced 0.2%
109,370 $41.2 Million
Q3 2023

Nov 16, 2023
BUY
$334.95 - $356.2 $7.77 Million - $8.26 Million
23,203 Added 26.86%
109,584 $36.7 Million
Q2 2023

Aug 15, 2023
SELL
$327.75 - $344.77 $16.5 Million - $17.4 Million
-50,444 Reduced 36.87%
86,381 $29.7 Million
Q1 2023

May 01, 2023
BUY
$318.5 - $343.03 $43.6 Million - $46.9 Million
136,825 New
136,825 $45.6 Million
Q4 2022

May 04, 2023
SELL
$291.96 - $346.06 $5.95 Million - $7.05 Million
-20,363 Reduced 14.88%
116,462 $38.7 Billion
Q3 2022

May 11, 2023
SELL
$287.3 - $341.74 $4.17 Million - $4.95 Million
-14,498 Reduced 10.6%
122,327 $35.2 Billion
Q2 2022

May 09, 2023
SELL
$298.72 - $351.53 $3.81 Million - $4.49 Million
-12,771 Reduced 9.33%
124,054 $7.41 Billion

Others Institutions Holding DIA

# of Institutions
1,348
Shares Held
31.2M
Call Options Held
10.4M
Put Options Held
12.1M
View Full List

About SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST

DIA Quotes by TradingView
  • Ticker DIA
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about DIA
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