Heritage Wealth Partners, LLC Spdr Dow Jones Industrial Average ETF Trust Transaction History
Heritage Wealth Partners, LLC
- $65.6 Billion
- Q1 2025
A detailed history of Heritage Wealth Partners, LLC transactions in Spdr Dow Jones Industrial Average ETF Trust stock. As of the latest transaction made, Heritage Wealth Partners, LLC holds 6,740 shares of DIA stock, worth $2.88 Million. This represents 4.31% of its overall portfolio holdings.
Number of Shares
6,740
Previous 10,736
37.22%
Holding current value
$2.88 Million
Previous $4.57 Billion
38.05%
% of portfolio
4.31%
Previous 5.73%
Shares
7 transactions
Others Institutions Holding DIA
# of Institutions
1,438Shares Held
34.5MCall Options Held
8.39MPut Options Held
10.4M-
Morgan Stanley New York, NY4.68MShares$2 Billion0.14% of portfolio
-
Bank Of America Corp Charlotte, NC2.73MShares$1.17 Billion0.09% of portfolio
-
Goldman Sachs Group Inc New York, NY2.07MShares$883 Million0.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.6MShares$681 Million0.27% of portfolio
-
Wells Fargo & Company San Francisco, CA1.35MShares$578 Million0.13% of portfolio
About SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST
- Ticker DIA
- Exchange NYSE
- Sector ETFs
- Industry ETFs