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

Fsm Wealth Advisors, LLC

$443 Million
Q1 2025

A detailed history of Fsm Wealth Advisors, LLC transactions in Spdr Dow Jones Industrial Average ETF Trust stock. As of the latest transaction made, Fsm Wealth Advisors, LLC holds 4,845 shares of DIA stock, worth $2 Million. This represents 0.46% of its overall portfolio holdings.

Number of Shares

4,845

Previous 3,428 41.34%

Holding current value

$2 Million

Previous $1.46 Million 39.51%

% of portfolio

0.46%

Previous 0.36%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 28, 2025	BUY	$408.78 - $448.82 $579,241 - $635,977	1,417 Added 41.34%	4,845 $2.03 Million
Q4 2024 Jan 24, 2025	BUY	$417.69 - $450.94 $417 - $450	1 Added 0.03%	3,428 $1.46 Million
Q3 2024 Oct 30, 2024	BUY	$386.81 - $423.12 $386 - $423	1 Added 0.03%	3,427 $1.45 Million
Q2 2024 Jul 12, 2024	BUY	$377.31 - $399.95 $377 - $399	1 Added 0.03%	3,426 $1.34 Million
Q1 2024 May 14, 2024	SELL	$372.72 - $397.76 $38,017 - $40,571	-102 Reduced 2.89%	3,425 $1.36 Million
Q4 2023 May 14, 2024	SELL	$324.19 - $377.03 $307,332 - $357,424	-948 Reduced 21.18%	3,527 $1.33 Million
Q3 2023 Nov 14, 2023	BUY	$334.95 - $356.2 $2,009 - $2,137	6 Added 0.13%	4,475 $1.5 Million
Q2 2023 Jul 12, 2023	SELL	$327.75 - $344.77 $452,622 - $476,127	-1,381 Reduced 23.61%	4,469 $1.54 Million
Q1 2023 Apr 24, 2023	BUY	$318.5 - $343.03 $1.86 Million - $2.01 Million	5,850 New	5,850 $1.95 Million

Others Institutions Holding DIA

# of Institutions

1,440

Shares Held

35.9M

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 Fsm Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fsm Wealth Advisors, LLC with notifications on news.

Account

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