Fortress Wealth Group, LLC Spdr Dow Jones Industrial Average ETF Trust Transaction History

Fortress Wealth Group, LLC

$194 Million
Q1 2025

A detailed history of Fortress Wealth Group, LLC transactions in Spdr Dow Jones Industrial Average ETF Trust stock. As of the latest transaction made, Fortress Wealth Group, LLC holds 3,314 shares of DIA stock, worth $1.48 Million. This represents 0.72% of its overall portfolio holdings.

Number of Shares

3,314

Previous 3,314 -0.0%

Holding current value

$1.48 Million

Previous $1.41 Million 1.35%

% of portfolio

0.72%

Previous 0.69%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	SELL	$417.69 - $450.94 $12,948 - $13,979	-31 Reduced 0.93%	3,314 $1.41 Million
Q2 2024 Jul 31, 2024	SELL	$377.31 - $399.95 $4,527 - $4,799	-12 Reduced 0.36%	3,345 $1.31 Million
Q2 2023 Aug 10, 2023	SELL	$327.75 - $344.77 $9,832 - $10,343	-30 Reduced 0.89%	3,357 $1.15 Million
Q3 2022 Nov 14, 2022	BUY	$287.3 - $341.74 $1,723 - $2,050	6 Added 0.18%	3,387 $973,000
Q2 2022 Aug 15, 2022	SELL	$298.72 - $351.53 $86,927 - $102,295	-291 Reduced 7.92%	3,381 $1.04 Million
Q1 2022 May 16, 2022	BUY	$326.53 - $367.87 $979 - $1,103	3 Added 0.08%	3,672 $1.27 Million
Q4 2021 Feb 11, 2022	SELL	$340.01 - $364.84 $802,763 - $861,387	-2,361 Reduced 39.15%	3,669 $1.31 Million
Q3 2021 Nov 04, 2021	SELL	$338.29 - $356.57 $57,509 - $60,616	-170 Reduced 2.74%	6,030 $2.04 Million
Q2 2021 Aug 13, 2021	BUY	$331.45 - $347.9 $2.05 Million - $2.16 Million	6,200 New	6,200 $2.14 Million

Others Institutions Holding DIA

# of Institutions

1,438

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

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 Fortress Wealth Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fortress Wealth Group, LLC with notifications on news.

Account

Fortress Wealth Group, LLC Spdr Dow Jones Industrial Average ETF Trust Transaction History