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

Executive Wealth Management, LLC

  • $1.16 Billion
  • Q3 2024

A detailed history of Executive Wealth Management, LLC transactions in Spdr Dow Jones Industrial Average ETF Trust stock. As of the latest transaction made, Executive Wealth Management, LLC holds 1,172 shares of DIA stock, worth $508,870. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,172
Previous 1,172 -0.0%
Holding current value
$508,870
Previous $495,000 -0.0%
% of portfolio
0.04%
Previous 0.07%

Shares

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

Nov 01, 2024
BUY
$386.81 - $423.12 $2,707 - $2,961
7 Added 0.6%
1,172 $495,000
Q2 2024

Aug 08, 2024
SELL
$377.31 - $399.95 $3,395 - $3,599
-9 Reduced 0.77%
1,165 $455,000
Q1 2024

May 13, 2024
BUY
$372.72 - $397.76 $19,008 - $20,285
51 Added 4.54%
1,174 $466,000
Q4 2023

Jan 26, 2024
SELL
$324.19 - $377.03 $11,995 - $13,950
-37 Reduced 3.19%
1,123 $423,000
Q3 2023

Nov 07, 2023
SELL
$334.95 - $356.2 $11,388 - $12,110
-34 Reduced 2.85%
1,160 $388,000
Q2 2023

Aug 02, 2023
BUY
$327.75 - $344.77 $5,899 - $6,205
18 Added 1.53%
1,194 $410,000
Q1 2023

May 11, 2023
BUY
$318.5 - $343.03 $4,140 - $4,459
13 Added 1.12%
1,176 $391,000
Q4 2022

Feb 13, 2023
BUY
$291.96 - $346.06 $242,034 - $286,883
829 Added 248.2%
1,163 $385,000
Q3 2022

Nov 10, 2022
SELL
$287.3 - $341.74 $238,746 - $283,985
-831 Reduced 71.33%
334 $334,000
Q2 2022

Jul 26, 2022
SELL
$298.72 - $351.53 $97,980 - $115,301
-328 Reduced 21.97%
1,165 $358,000
Q1 2022

Apr 13, 2022
BUY
$326.53 - $367.87 $9,142 - $10,300
28 Added 1.91%
1,493 $517,000
Q4 2021

Feb 03, 2022
SELL
$340.01 - $364.84 $1,700 - $1,824
-5 Reduced 0.34%
1,465 $532,000
Q3 2021

Oct 27, 2021
BUY
$338.29 - $356.57 $19,620 - $20,681
58 Added 4.11%
1,470 $497,000
Q2 2021

Jul 26, 2021
BUY
$331.45 - $347.9 $130,259 - $136,724
393 Added 38.57%
1,412 $487,000
Q1 2021

May 03, 2021
BUY
$299.81 - $331.66 $127,119 - $140,623
424 Added 71.26%
1,019 $336,000
Q3 2019

Oct 30, 2019
BUY
$255.08 - $273.6 $6,887 - $7,387
27 Added 4.75%
595 $160,000
Q2 2019

Aug 01, 2019
SELL
$248.22 - $268.08 $41,204 - $44,501
-166 Reduced 22.62%
568 $151,000
Q1 2019

May 02, 2019
BUY
$226.72 - $260.89 $2,267 - $2,608
10 Added 1.38%
734 $190,000
Q4 2018

Feb 19, 2019
BUY
$218.1 - $267.95 $157,904 - $193,995
724 New
724 $169,000

Others Institutions Holding DIA

# of Institutions
1,333
Shares Held
34M
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 Executive Wealth Management, LLC Portfolio

Follow Executive Wealth Management, 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 Executive Wealth Management, LLC, based on Form 13F filings with the SEC.

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email