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

Evercore Wealth Management, LLC

$6.35 Billion
Q2 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 1,912 shares of DIA stock, worth $826,729. This represents 0.01% of its overall portfolio holdings.

Number of Shares

1,912

Previous 1,912 -0.0%

Holding current value

$826,729

Previous $760,000 1.71%

% of portfolio

0.01%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,280

Shares Held

28.2M

Call Options Held

7.09M

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

Track This Portfolio

Portfolio Update

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

News

Stay updated on Evercore Wealth Management, LLC with notifications on news.

Account

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