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

Horizon Wealth Management, LLC

$573 Million
Q4 2024

A detailed history of Horizon Wealth Management, LLC transactions in Spdr Dow Jones Industrial Average ETF Trust stock. As of the latest transaction made, Horizon Wealth Management, LLC holds 1,810 shares of DIA stock, worth $770,281. This represents 0.13% of its overall portfolio holdings.

Number of Shares

1,810

Previous 9,879 81.68%

Holding current value

$770,281

Previous $4.18 Million 81.58%

% of portfolio

0.13%

Previous 0.84%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 13, 2025	SELL	$417.69 - $450.94 $3.37 Million - $3.64 Million	-8,069 Reduced 81.68%	1,810 $770,000
Q3 2024 Oct 16, 2024	SELL	$386.81 - $423.12 $20,887 - $22,848	-54 Reduced 0.54%	9,879 $4.18 Million
Q2 2024 Jul 19, 2024	SELL	$377.31 - $399.95 $41.3 Million - $43.7 Million	-109,331 Reduced 91.67%	9,933 $3.89 Million
Q1 2024 Apr 18, 2024	BUY	$372.72 - $397.76 $4.86 Million - $5.19 Million	13,049 Added 12.29%	119,264 $47.4 Million
Q4 2023 Jan 22, 2024	BUY	$324.19 - $377.03 $1.66 Million - $1.94 Million	5,135 Added 5.08%	106,215 $40 Million
Q3 2023 Oct 24, 2023	BUY	$334.95 - $356.2 $33.9 Million - $36 Million	101,080 New	101,080 $33.9 Million

Others Institutions Holding DIA

# of Institutions

1,452

Shares Held

36.7M

Call Options Held

10.2M

Put Options Held

10.1M

View Full List

About SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST

Ticker DIA
Exchange NYSE
Sector ETFs
Industry ETFs

More about DIA

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Horizon Wealth Management, LLC, based on Form 13F filings with the SEC.

News

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

Account

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