Heritage Wealth Advisors Spdr Dow Jones Industrial Average ETF Trust Transaction History

Heritage Wealth Advisors

  • $2.72 Billion
  • Q1 2024

A detailed history of Heritage Wealth Advisors transactions in Spdr Dow Jones Industrial Average ETF Trust stock. As of the latest transaction made, Heritage Wealth Advisors holds 674 shares of DIA stock, worth $271,588. This represents 0.01% of its overall portfolio holdings.

Number of Shares
674
Previous 714 5.6%
Holding current value
$271,588
Previous $269,000 0.37%
% of portfolio
0.01%
Previous 0.01%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 08, 2024
SELL
$372.72 - $397.76 $14,908 - $15,910
-40 Reduced 5.6%
674 $268,000
Q1 2023

May 04, 2023
SELL
$318.5 - $343.03 $11,147 - $12,006
-35 Reduced 4.67%
714 $237,000
Q2 2022

Aug 04, 2022
SELL
$298.72 - $351.53 $11,948 - $14,061
-40 Reduced 5.07%
749 $231,000
Q3 2021

Nov 02, 2021
SELL
$338.29 - $356.57 $10,148 - $10,697
-30 Reduced 3.66%
789 $266,000
Q2 2021

Aug 09, 2021
BUY
$331.45 - $347.9 $143,517 - $150,640
433 Added 112.18%
819 $282,000
Q2 2020

Jul 17, 2020
SELL
$209.38 - $276.28 $1.07 Million - $1.41 Million
-5,093 Reduced 92.95%
386 $99,000
Q2 2020

Jul 17, 2020
BUY
$209.38 - $276.28 $1.06 Million - $1.39 Million
5,043 Added 1156.65%
5,479 $99,000
Q1 2020

May 05, 2020
SELL
$186.13 - $295.72 $18,240 - $28,980
-98 Reduced 18.35%
436 $95,000
Q4 2019

Feb 04, 2020
BUY
$260.72 - $286.33 $87,341 - $95,920
335 Added 168.34%
534 $152,000
Q3 2018

Nov 14, 2018
BUY
$241.66 - $267.12 $48,090 - $53,156
199 New
199 $52,000

Others Institutions Holding DIA

# of Institutions
1,257
Shares Held
31.4M
Call Options Held
8.29M
Put Options Held
11.3M
View Full List

About SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST

DIA Quotes by TradingView
  • Ticker DIA
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about DIA
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