Fingerlakes Wealth Management, Inc. Spdr Dow Jones Industrial Average ETF Trust Transaction History

Fingerlakes Wealth Management, Inc.

$120 Million
Q3 2024

A detailed history of Fingerlakes Wealth Management, Inc. transactions in Spdr Dow Jones Industrial Average ETF Trust stock. As of the latest transaction made, Fingerlakes Wealth Management, Inc. holds 7,181 shares of DIA stock, worth $3.08 Million. This represents 2.54% of its overall portfolio holdings.

Number of Shares

7,181

Previous 7,160 0.29%

Holding current value

$3.08 Million

Previous $2.8 Million 8.5%

% of portfolio

2.54%

Previous 2.52%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 31, 2024	BUY	$386.81 - $423.12 $8,123 - $8,885	21 Added 0.29%	7,181 $3.04 Million
Q2 2024 Aug 07, 2024	SELL	$377.31 - $399.95 $1,131 - $1,199	-3 Reduced 0.04%	7,160 $2.8 Million
Q1 2024 Apr 24, 2024	BUY	$372.72 - $397.76 $10,808 - $11,535	29 Added 0.41%	7,163 $2.85 Million
Q4 2023 Jan 26, 2024	BUY	$324.19 - $377.03 $44,089 - $51,276	136 Added 1.94%	7,134 $2.69 Million
Q3 2023 Nov 07, 2023	SELL	$334.95 - $356.2 $49,237 - $52,361	-147 Reduced 2.06%	6,998 $2.34 Million
Q2 2023 Aug 10, 2023	BUY	$327.75 - $344.77 $36,380 - $38,269	111 Added 1.58%	7,145 $2.46 Million
Q1 2023 May 02, 2023	BUY	$318.5 - $343.03 $7,325 - $7,889	23 Added 0.33%	7,034 $2.34 Million
Q4 2022 Feb 10, 2023	BUY	$291.96 - $346.06 $3,503 - $4,152	12 Added 0.17%	7,011 $2.32 Million
Q3 2022 Oct 28, 2022	BUY	$287.3 - $341.74 $19,823 - $23,580	69 Added 1.0%	6,999 $2.01 Million
Q2 2022 Aug 05, 2022	BUY	$298.72 - $351.53 $36,742 - $43,238	123 Added 1.81%	6,930 $2.13 Million
Q1 2022 May 06, 2022	BUY	$326.53 - $367.87 $16,979 - $19,129	52 Added 0.77%	6,807 $2.36 Million
Q4 2021 Feb 17, 2022	BUY	$340.01 - $364.84 $2.3 Million - $2.46 Million	6,755 New	6,755 $2.45 Million

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

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 Fingerlakes Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Fingerlakes Wealth Management, Inc. with notifications on news.

Account

Fingerlakes Wealth Management, Inc. Spdr Dow Jones Industrial Average ETF Trust Transaction History