Holistic Planning, LLC Spdr Dow Jones Industrial Average ETF Trust Transaction History

Holistic Planning, LLC

  • $295 Billion
  • Q1 2025

A detailed history of Holistic Planning, LLC transactions in Spdr Dow Jones Industrial Average ETF Trust stock. As of the latest transaction made, Holistic Planning, LLC holds 3,111 shares of DIA stock, worth $1.32 Million. This represents 0.44% of its overall portfolio holdings.

Number of Shares
3,111
Previous 2,745 13.33%
Holding current value
$1.32 Million
Previous $1.17 Billion 11.84%
% of portfolio
0.44%
Previous 0.42%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 23, 2025
BUY
$408.78 - $448.82 $149,613 - $164,268
366 Added 13.33%
3,111 $1.31 Billion
Q4 2024

Jan 24, 2025
BUY
$417.69 - $450.94 $123,636 - $133,478
296 Added 12.09%
2,745 $1.17 Billion
Q3 2024

Nov 01, 2024
BUY
$386.81 - $423.12 $947,297 - $1.04 Million
2,449 New
2,449 $1.04 Billion

Others Institutions Holding DIA

# of Institutions
1,434
Shares Held
34.6M
Call Options Held
8.21M
Put Options Held
8.9M
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 Holistic Planning, LLC Portfolio

Follow Holistic Planning, 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 Holistic Planning, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Holistic Planning, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email