Fortis Group Advisors, LLC Spdr Dow Jones Industrial Average ETF Trust Transaction History

Fortis Group Advisors, LLC

$537 Billion
Q4 2024

A detailed history of Fortis Group Advisors, LLC transactions in Spdr Dow Jones Industrial Average ETF Trust stock. As of the latest transaction made, Fortis Group Advisors, LLC holds 14,821 shares of DIA stock, worth $6.43 Million. This represents 1.17% of its overall portfolio holdings.

Number of Shares

14,821

Previous 13,197 12.31%

Holding current value

$6.43 Million

Previous $5.58 Billion 12.93%

% of portfolio

1.17%

Previous 1.03%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	BUY	$417.69 - $450.94 $678,328 - $732,326	1,624 Added 12.31%	14,821 $6.31 Billion
Q3 2024 Oct 21, 2024	BUY	$386.81 - $423.12 $271,540 - $297,030	702 Added 5.62%	13,197 $5.58 Billion
Q2 2024 Jul 30, 2024	BUY	$377.31 - $399.95 $395,420 - $419,147	1,048 Added 9.16%	12,495 $4.89 Billion
Q1 2024 Apr 30, 2024	BUY	$372.72 - $397.76 $4.19 Million - $4.47 Million	11,247 Added 5623.5%	11,447 $4.55 Billion
Q4 2023 Mar 04, 2024	BUY	$324.19 - $377.03 $32,419 - $37,703	100 Added 100.0%	200 $75.4 Million
Q3 2023 Dec 01, 2023	SELL	$334.95 - $356.2 $5.42 Million - $5.76 Million	-16,176 Reduced 99.39%	100 $33.5 Million
Q2 2023 Jul 18, 2023	BUY	$327.75 - $344.77 $5.33 Million - $5.61 Million	16,276 New	16,276 $5.6 Billion
Q1 2023 May 26, 2023	SELL	$318.5 - $343.03 $31,850 - $34,303	-100 Closed	0 $0
Q3 2020 Nov 17, 2020	BUY	$257.24 - $291.21 $25,724 - $29,120	100 New	100 $27,000

Others Institutions Holding DIA

# of Institutions

1,444

Shares Held

36.7M

Call Options Held

10.2M

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

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Fortis Group Advisors, LLC Spdr Dow Jones Industrial Average ETF Trust Transaction History