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

Ep Wealth Advisors, LLC

  • $11.3 Billion
  • Q3 2024

A detailed history of Ep Wealth Advisors, LLC transactions in Spdr Dow Jones Industrial Average ETF Trust stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 17,158 shares of DIA stock, worth $7.35 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
17,158
Previous 16,891 1.58%
Holding current value
$7.35 Million
Previous $6.61 Million 9.88%
% of portfolio
0.06%
Previous 0.07%

Shares

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

Nov 14, 2024
BUY
$386.81 - $423.12 $103,278 - $112,973
267 Added 1.58%
17,158 $7.26 Million
Q2 2024

Aug 19, 2024
SELL
$377.31 - $399.95 $572,001 - $606,324
-1,516 Reduced 8.24%
16,891 $6.61 Million
Q1 2024

May 14, 2024
SELL
$372.72 - $397.76 $768,921 - $820,578
-2,063 Reduced 10.08%
18,407 $7.32 Million
Q4 2023

Feb 28, 2024
SELL
$324.19 - $377.03 $212,668 - $247,331
-656 Reduced 3.11%
20,470 $7.71 Million
Q3 2023

Nov 22, 2023
BUY
$334.95 - $356.2 $143,023 - $152,097
427 Added 2.06%
21,126 $7.08 Million
Q2 2023

Aug 14, 2023
SELL
$327.75 - $344.77 $1.12 Million - $1.18 Million
-3,427 Reduced 14.2%
20,699 $7.12 Million
Q1 2023

Jun 05, 2023
BUY
$318.5 - $343.03 $1.64 Million - $1.76 Million
5,139 Added 27.07%
24,126 $8.02 Million
Q4 2022

Jun 12, 2023
SELL
$291.96 - $346.06 $755,884 - $895,949
-2,589 Reduced 10.73%
21,537 $7.14 Million
Q3 2022

Dec 02, 2022
SELL
$287.3 - $341.74 $255,409 - $303,806
-889 Reduced 4.47%
18,987 $5.46 Million
Q2 2022

Aug 11, 2022
BUY
$298.72 - $351.53 $5.08 Million - $5.98 Million
17,018 Added 595.45%
19,876 $6.12 Million
Q1 2022

May 20, 2022
BUY
$326.53 - $367.87 $531,590 - $598,892
1,628 Added 132.36%
2,858 $991,000
Q4 2021

Feb 17, 2022
BUY
$340.01 - $364.84 $135,663 - $145,571
399 Added 48.01%
1,230 $447,000
Q3 2021

Nov 23, 2021
SELL
$338.29 - $356.57 $643,427 - $678,196
-1,902 Reduced 69.59%
831 $281,000
Q3 2021

Nov 16, 2021
BUY
$338.29 - $356.57 $672,182 - $708,504
1,987 Added 266.35%
2,733 $281,000
Q2 2021

Aug 24, 2021
BUY
$331.45 - $347.9 $33,145 - $34,790
100 Added 15.48%
746 $257,000
Q1 2021

May 17, 2021
BUY
$299.81 - $331.66 $193,677 - $214,252
646 New
646 $213,000
Q2 2019

Aug 27, 2019
SELL
$248.22 - $268.08 $668,208 - $721,671
-2,692 Closed
0 $0
Q1 2019

May 20, 2019
SELL
$226.72 - $260.89 $24,485 - $28,176
-108 Reduced 3.86%
2,692 $698,000
Q4 2018

Feb 19, 2019
BUY
$218.1 - $267.95 $147,217 - $180,866
675 Added 31.76%
2,800 $653,000
Q1 2018

May 15, 2018
SELL
$235.13 - $265.91 $15,283 - $17,284
-65 Reduced 2.97%
2,125 $513,000
Q4 2017

Feb 15, 2018
BUY
$225.24 - $248.13 $14,640 - $16,128
65 Added 3.06%
2,190 $542,000
Q2 2017

Aug 17, 2017
BUY
N/A
2,125
2,125 $453,000

Others Institutions Holding DIA

# of Institutions
1,336
Shares Held
34.2M
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
Track This Portfolio

Track Ep Wealth Advisors, LLC Portfolio

Follow Ep Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ep Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ep Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email