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

Forum Financial Management, LP

$5.05 Billion
Q4 2024

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 738 shares of DIA stock, worth $310,048. This represents 0.01% of its overall portfolio holdings.

Number of Shares

738

Previous 738 -0.0%

Holding current value

$310,048

Previous $314,000 -0.0%

% of portfolio

0.01%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,456

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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Forum Financial Management, LP, based on Form 13F filings with the SEC.

News

Stay updated on Forum Financial Management, LP with notifications on news.

Account

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