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

Holistic Planning, LLC

  • $276 Billion
  • Q4 2024

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 2,745 shares of DIA stock, worth $1.22 Million. This represents 0.42% of its overall portfolio holdings.

Number of Shares
2,745
Previous 2,449 12.09%
Holding current value
$1.22 Million
Previous $1.04 Billion 12.72%
% of portfolio
0.42%
Previous 0.44%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,385
Shares Held
32.2M
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
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