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

Cm Wealth Advisors LLC

  • $359 Million
  • Q3 2025

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 110,694 shares of DIA stock, worth $52.2 Million. This represents 14.3% of its overall portfolio holdings.

Number of Shares
110,694
Previous 111,540 0.76%
Holding current value
$52.2 Million
Previous $49.2 Million 4.44%
% of portfolio
14.3%
Previous 14.99%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 05, 2025
SELL
$435.72 - $463.74 $368,619 - $392,324
-846 Reduced 0.76%
110,694 $51.3 Million
Q2 2025

Aug 06, 2025
SELL
$376.48 - $440.65 $527,448 - $617,350
-1,401 Reduced 1.24%
111,540 $49.2 Million
Q1 2025

Apr 24, 2025
SELL
$408.78 - $448.82 $542,451 - $595,584
-1,327 Reduced 1.16%
112,941 $47.4 Million
Q4 2024

Feb 13, 2025
SELL
$417.69 - $450.94 $8.71 Million - $9.4 Million
-20,848 Reduced 15.43%
114,268 $48.6 Million
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
1,504
Shares Held
33.7M
Call Options Held
9.2M
Put Options Held
14.5M
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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