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

Evermay Wealth Management LLC

  • $756 Million
  • Q1 2025

A detailed history of Evermay Wealth Management LLC transactions in Spdr Dow Jones Industrial Average ETF Trust stock. As of the latest transaction made, Evermay Wealth Management LLC holds 861 shares of DIA stock, worth $360,543. This represents 0.05% of its overall portfolio holdings.

Number of Shares
861
Previous 861 -0.0%
Holding current value
$360,543
Previous $366,000 1.37%
% of portfolio
0.05%
Previous 0.06%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Nov 14, 2022
SELL
$287.3 - $341.74 $57,460 - $68,348
-200 Reduced 18.85%
861 $248,000
Q2 2022

Aug 15, 2022
BUY
$298.72 - $351.53 $22,404 - $26,364
75 Added 7.61%
1,061 $327,000
Q4 2021

Feb 14, 2022
BUY
$340.01 - $364.84 $29,240 - $31,376
86 Added 9.56%
986 $358,000
Q3 2020

Nov 05, 2020
BUY
$257.24 - $291.21 $25,724 - $29,120
100 Added 12.5%
900 $250,000
Q2 2020

Jul 20, 2020
BUY
$209.38 - $276.28 $167,504 - $221,023
800 New
800 $206,000
Q1 2020

Apr 24, 2020
SELL
$186.13 - $295.72 $148,904 - $236,576
-800 Closed
0 $0
Q1 2019

May 03, 2019
BUY
$226.72 - $260.89 $181,376 - $208,712
800 New
800 $207,000
Q4 2018

Jan 24, 2019
SELL
$218.1 - $267.95 $174,480 - $214,360
-800 Closed
0 $0
Q3 2018

Oct 29, 2018
BUY
$241.66 - $267.12 $193,328 - $213,696
800 New
800 $212,000

Others Institutions Holding DIA

# of Institutions
1,437
Shares Held
34.5M
Call Options Held
8.39M
Put Options Held
10.4M
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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