Heritage Wealth Management, LLC Spdr Dow Jones Industrial Average ETF Trust Transaction History

Heritage Wealth Management, LLC

  • $177 Million
  • Q2 2024

A detailed history of Heritage Wealth Management, LLC transactions in Spdr Dow Jones Industrial Average ETF Trust stock. As of the latest transaction made, Heritage Wealth Management, LLC holds 600 shares of DIA stock, worth $260,514. This represents 0.13% of its overall portfolio holdings.

Number of Shares
600
Previous 600 -0.0%
Holding current value
$260,514
Previous $238,000 1.68%
% of portfolio
0.13%
Previous 0.12%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 06, 2024
SELL
$324.19 - $377.03 $208,129 - $242,053
-642 Reduced 51.69%
600 $226,000
Q4 2022

Feb 13, 2023
BUY
$291.96 - $346.06 $181,307 - $214,903
621 Added 100.0%
1,242 $411,000
Q1 2022

Aug 15, 2022
BUY
$326.53 - $367.87 $6,857 - $7,725
21 Added 3.5%
621 $215,000
Q1 2021

Jul 16, 2021
BUY
$299.81 - $331.66 $179,886 - $198,996
600 New
600 $198,000

Others Institutions Holding DIA

# of Institutions
1,333
Shares Held
34M
Call Options Held
10.4M
Put Options Held
12.1M
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
Track This Portfolio

Track Heritage Wealth Management, LLC Portfolio

Follow Heritage Wealth Management, 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 Heritage Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Heritage Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email