Congress Wealth Management LLC Spdr Dow Jones Industrial Average ETF Trust Transaction History

Congress Wealth Management LLC

  • $9.76 Billion
  • Q2 2025

A detailed history of Congress Wealth Management LLC transactions in Spdr Dow Jones Industrial Average ETF Trust stock. As of the latest transaction made, Congress Wealth Management LLC holds 4,900 shares of DIA stock, worth $2.25 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
4,900
Previous 5,189 5.57%
Holding current value
$2.25 Million
Previous $2.18 Million 0.87%
% of portfolio
0.02%
Previous 0.03%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
SELL
$376.48 - $440.65 $108,802 - $127,347
-289 Reduced 5.57%
4,900 $2.16 Million
Q1 2025

May 14, 2025
BUY
$408.78 - $448.82 $131,627 - $144,520
322 Added 6.62%
5,189 $2.18 Million
Q4 2024

Feb 11, 2025
BUY
$417.69 - $450.94 $797,787 - $861,295
1,910 Added 64.59%
4,867 $2.07 Million
Q3 2024

Nov 12, 2024
BUY
$386.81 - $423.12 $1.14 Million - $1.25 Million
2,957 New
2,957 $1.25 Million

Others Institutions Holding DIA

# of Institutions
1,477
Shares Held
33.4M
Call Options Held
7.39M
Put Options Held
11M
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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