Forvis Wealth Advisors, LLC Spdr Dow Jones Industrial Average ETF Trust Transaction History

Forvis Wealth Advisors, LLC

$4.21 Billion
Q4 2024

A detailed history of Forvis Wealth Advisors, LLC transactions in Spdr Dow Jones Industrial Average ETF Trust stock. As of the latest transaction made, Forvis Wealth Advisors, LLC holds 5,308 shares of DIA stock, worth $2.37 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

5,308

Previous 5,106 3.96%

Holding current value

$2.37 Million

Previous $2.16 Million 4.54%

% of portfolio

0.05%

Previous 0.05%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 03, 2025	BUY	$417.69 - $450.94 $84,373 - $91,089	202 Added 3.96%	5,308 $2.26 Million
Q3 2024 Nov 14, 2024	SELL	$386.81 - $423.12 $633,981 - $693,493	-1,639 Reduced 24.3%	5,106 $2.16 Million
Q2 2024 Aug 09, 2024	SELL	$377.31 - $399.95 $686,326 - $727,509	-1,819 Reduced 21.24%	6,745 $2.64 Million
Q1 2024 Apr 19, 2024	BUY	$372.72 - $397.76 $81,998 - $87,507	220 Added 2.64%	8,564 $3.41 Million
Q4 2023 Jan 11, 2024	SELL	$324.19 - $377.03 $123,192 - $143,271	-380 Reduced 4.36%	8,344 $3.14 Million
Q3 2023 Oct 25, 2023	BUY	$334.95 - $356.2 $1.42 Million - $1.51 Million	4,247 Added 94.86%	8,724 $2.92 Million
Q2 2023 Aug 08, 2023	SELL	$327.75 - $344.77 $60,306 - $63,437	-184 Reduced 3.95%	4,477 $1.54 Million
Q1 2023 Apr 26, 2023	SELL	$318.5 - $343.03 $3,185 - $3,430	-10 Reduced 0.21%	4,661 $1.55 Million
Q4 2022 Feb 02, 2023	SELL	$291.96 - $346.06 $15,181 - $17,995	-52 Reduced 1.1%	4,671 $1.55 Million
Q3 2022 Oct 13, 2022	SELL	$287.3 - $341.74 $28,730 - $34,174	-100 Reduced 2.07%	4,723 $1.36 Million
Q2 2022 Jul 22, 2022	BUY	$298.72 - $351.53 $1.14 Million - $1.34 Million	3,803 Added 372.84%	4,823 $1.49 Million
Q1 2022 May 10, 2022	BUY	$326.53 - $367.87 $333,060 - $375,227	1,020 New	1,020 $354,000
Q2 2021 Jul 14, 2021	SELL	$331.45 - $347.9 $304,934 - $320,068	-920 Closed	0 $0
Q4 2020 Jan 22, 2021	BUY	$265.06 - $305.79 $243,855 - $281,326	920 New	920 $281,000

Others Institutions Holding DIA

# of Institutions

1,404

Shares Held

34.8M

Call Options Held

10.1M

Put Options Held

12.2M

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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Forvis Wealth Advisors, LLC Spdr Dow Jones Industrial Average ETF Trust Transaction History