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 784 shares of DIA stock, worth $340,404. This represents 0.01% of its overall portfolio holdings.

Number of Shares
784
Previous 778 0.77%
Holding current value
$340,404
Previous $304,000 8.88%
% of portfolio
0.01%
Previous 0.01%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST


  • Ticker DIA
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about DIA
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