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

Evercore Wealth Management, LLC

$6.66 Billion
Q3 2024

A detailed history of Evercore Wealth Management, LLC transactions in Spdr Dow Jones Industrial Average ETF Trust stock. As of the latest transaction made, Evercore Wealth Management, LLC holds 1,712 shares of DIA stock, worth $762,747. This represents 0.01% of its overall portfolio holdings.

Number of Shares

1,712

Previous 1,912 10.46%

Holding current value

$762,747

Previous $747,000 3.08%

% of portfolio

0.01%

Previous 0.01%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	SELL	$386.81 - $423.12 $77,362 - $84,624	-200 Reduced 10.46%	1,712 $724,000
Q3 2023 Nov 14, 2023	SELL	$334.95 - $356.2 $38,519 - $40,963	-115 Reduced 5.67%	1,912 $640,000
Q1 2022 May 16, 2022	SELL	$326.53 - $367.87 $639,019 - $719,921	-1,957 Closed	0 $0
Q1 2021 May 17, 2021	SELL	$299.81 - $331.66 $47,969 - $53,065	-160 Reduced 7.56%	1,957 $646,000
Q4 2020 Feb 16, 2021	SELL	$265.06 - $305.79 $386,987 - $446,453	-1,460 Reduced 40.82%	2,117 $647,000
Q1 2020 May 14, 2020	SELL	$186.13 - $295.72 $6,514 - $10,350	-35 Reduced 0.97%	3,577 $785,000
Q2 2019 Aug 13, 2019	SELL	$248.22 - $268.08 $17,127 - $18,497	-69 Reduced 1.87%	3,612 $960,000
Q4 2018 Feb 13, 2019	SELL	$218.1 - $267.95 $10,905 - $13,397	-50 Reduced 1.34%	3,681 $858,000
Q3 2017 Nov 13, 2017	BUY	$216.53 - $223.9 $807,873 - $835,370	3,731	3,731 $835,000

Others Institutions Holding DIA

# of Institutions

1,385

Shares Held

32.2M

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