Concurrent Investment Advisors, LLC Spdr Dow Jones Industrial Average ETF Trust Transaction History

Concurrent Investment Advisors, LLC

$4.12 Trillion
Q1 2025

A detailed history of Concurrent Investment Advisors, LLC transactions in Spdr Dow Jones Industrial Average ETF Trust stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 36,439 shares of DIA stock, worth $14.8 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares

36,439

Previous 41,312 11.8%

Holding current value

$14.8 Million

Previous $17.6 Billion 12.96%

% of portfolio

0.37%

Previous 0.47%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 29, 2025	SELL	$408.78 - $448.82 $1.99 Million - $2.19 Million	-4,873 Reduced 11.8%	36,439 $15.3 Billion
Q4 2024 Feb 03, 2025	BUY	$417.69 - $450.94 $14.8 Million - $16 Million	35,422 Added 601.39%	41,312 $17.6 Billion
Q3 2024 Oct 30, 2024	SELL	$386.81 - $423.12 $5,802 - $6,346	-15 Reduced 0.25%	5,890 $2.49 Billion
Q2 2024 Jul 30, 2024	SELL	$377.31 - $399.95 $23.5 Million - $25 Million	-62,388 Reduced 91.35%	5,905 $2.31 Billion
Q1 2024 May 07, 2024	BUY	$372.72 - $397.76 $9.95 Million - $10.6 Million	26,699 Added 64.19%	68,293 $27.2 Billion
Q4 2023 Apr 15, 2024	BUY	$324.19 - $377.03 $13.5 Million - $15.7 Million	41,594 New	41,594 $15.7 Billion

Others Institutions Holding DIA

# of Institutions

1,442

Shares Held

36.1M

Call Options Held

10.2M

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

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Concurrent Investment Advisors, LLC Spdr Dow Jones Industrial Average ETF Trust Transaction History