Forum Financial Management, LP Spdr Dow Jones Industrial Average ETF Trust Transaction History

Forum Financial Management, LP

  • $5.76 Billion
  • Q2 2025

A detailed history of Forum Financial Management, LP transactions in Spdr Dow Jones Industrial Average ETF Trust stock. As of the latest transaction made, Forum Financial Management, LP holds 904 shares of DIA stock, worth $402,063. This represents 0.01% of its overall portfolio holdings.

Number of Shares
904
Previous 903 0.11%
Holding current value
$402,063
Previous $379,000 5.01%
% of portfolio
0.01%
Previous 0.01%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 30, 2025
BUY
$376.48 - $440.65 $376 - $440
1 Added 0.11%
904 $398,000
Q1 2025

May 02, 2025
BUY
$408.78 - $448.82 $67,448 - $74,055
165 Added 22.36%
903 $379,000
Q4 2024

Feb 13, 2025
SELL
$417.69 - $450.94 $19,213 - $20,743
-46 Reduced 5.87%
738 $314,000
Q3 2024

Oct 29, 2024
BUY
$386.81 - $423.12 $2,320 - $2,538
6 Added 0.77%
784 $331,000
Q2 2024

Jul 30, 2024
SELL
$377.31 - $399.95 $385,988 - $409,148
-1,023 Reduced 56.8%
778 $304,000
Q1 2024

May 09, 2024
SELL
$372.72 - $397.76 $407,382 - $434,751
-1,093 Reduced 37.77%
1,801 $716,000
Q4 2023

Feb 07, 2024
SELL
$324.19 - $377.03 $411,072 - $478,074
-1,268 Reduced 30.47%
2,894 $1.09 Million
Q3 2023

Nov 03, 2023
BUY
$334.95 - $356.2 $658,511 - $700,289
1,966 Added 89.53%
4,162 $1.39 Million
Q2 2023

Jul 26, 2023
BUY
$327.75 - $344.77 $719,739 - $757,114
2,196 New
2,196 $755,000
Q4 2022

Jan 24, 2023
BUY
$291.96 - $346.06 $209,043 - $247,778
716 New
716 $0

Others Institutions Holding DIA

# of Institutions
1,454
Shares Held
34.5M
Call Options Held
7.65M
Put Options Held
9.67M
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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