A detailed history of Foundations Investment Advisors, LLC transactions in Spdr Dow Jones Industrial Average ETF Trust stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 2,649 shares of DIA stock, worth $1.15 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,649
Previous 2,614 1.34%
Holding current value
$1.15 Million
Previous $1.02 Million 9.59%
% of portfolio
0.03%
Previous 0.03%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 21, 2024

BUY
$386.81 - $423.12 $13,538 - $14,809
35 Added 1.34%
2,649 $1.12 Million
Q2 2024

Aug 02, 2024

SELL
$377.31 - $399.95 $254,684 - $269,966
-675 Reduced 20.52%
2,614 $1.02 Million
Q1 2024

May 13, 2024

SELL
$372.72 - $397.76 $2.67 Million - $2.85 Million
-7,153 Reduced 68.5%
3,289 $1.31 Million
Q4 2023

Feb 08, 2024

SELL
$324.19 - $377.03 $2.21 Million - $2.57 Million
-6,805 Reduced 39.46%
10,442 $3.94 Million
Q3 2023

Oct 05, 2023

BUY
$334.95 - $356.2 $5.36 Million - $5.7 Million
15,993 Added 1275.36%
17,247 $5.78 Million
Q2 2023

Jul 19, 2023

BUY
$327.75 - $344.77 $138,310 - $145,492
422 Added 50.72%
1,254 $431,000
Q1 2023

Apr 25, 2023

BUY
$318.5 - $343.03 $29,620 - $31,901
93 Added 12.58%
832 $276,000
Q4 2022

Jan 11, 2023

SELL
$291.96 - $346.06 $10,802 - $12,804
-37 Reduced 4.77%
739 $0
Q3 2022

Oct 19, 2022

BUY
$287.3 - $341.74 $26,718 - $31,781
93 Added 13.62%
776 $223,000
Q2 2022

Jul 08, 2022

SELL
$298.72 - $351.53 $1.9 Million - $2.23 Million
-6,349 Reduced 90.29%
683 $212,000
Q1 2022

Apr 19, 2022

BUY
$326.53 - $367.87 $2.3 Million - $2.59 Million
7,032 New
7,032 $2.42 Million

Others Institutions Holding DIA

About SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST


  • Ticker DIA
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about DIA
Track This Portfolio

Track Foundations Investment Advisors, LLC Portfolio

Follow Foundations Investment Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Foundations Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Foundations Investment Advisors, LLC with notifications on news.