Concord Wealth Partners Spdr Dow Jones Industrial Average ETF Trust Transaction History

Concord Wealth Partners

$591 Million
Q3 2024

A detailed history of Concord Wealth Partners transactions in Spdr Dow Jones Industrial Average ETF Trust stock. As of the latest transaction made, Concord Wealth Partners holds 140 shares of DIA stock, worth $60,786. This represents 0.01% of its overall portfolio holdings.

Number of Shares

140

Previous 140 -0.0%

Holding current value

$60,786

Previous $54,000 9.26%

% of portfolio

0.01%

Previous 0.01%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 31, 2024	BUY	$377.31 - $399.95 $377 - $399	1 Added 0.72%	140 $54,000
Q2 2023 Aug 07, 2023	BUY	$327.75 - $344.77 $32,775 - $34,477	100 Added 256.41%	139 $47,000
Q1 2023 Apr 26, 2023	BUY	$318.5 - $343.03 $318 - $343	1 Added 2.63%	39 $12,000
Q4 2022 Jan 27, 2023	BUY	$291.96 - $346.06 $11,094 - $13,150	38 New	38 $12,000
Q2 2022 Aug 04, 2022	SELL	$298.72 - $351.53 $38,833 - $45,698	-130 Reduced 77.38%	38 $12,000
Q4 2021 Jan 21, 2022	BUY	$340.01 - $364.84 $12,920 - $13,863	38 Added 29.23%	168 $61,000
Q4 2020 Feb 16, 2021	BUY	$265.06 - $305.79 $34,457 - $39,752	130 New	130 $40,000

Others Institutions Holding DIA

# of Institutions

1,333

Shares Held

34M

Call Options Held

10.4M

Put Options Held

12.1M

View Full List

About SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST

Ticker DIA
Exchange NYSE
Sector ETFs
Industry ETFs

More about DIA

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Concord Wealth Partners Spdr Dow Jones Industrial Average ETF Trust Transaction History