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 3,425 shares of DIA stock, worth $1.35 Million. This represents 0.48% of its overall portfolio holdings.

Number of Shares
3,425
Previous 3,527 2.89%
Holding current value
$1.35 Million
Previous $1.33 Million 2.48%
% of portfolio
0.48%
Previous 0.57%

Shares

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

About SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST


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