A detailed history of Howard Wealth Management, LLC transactions in Spdr Dow Jones Industrial Average ETF Trust stock. As of the latest transaction made, Howard Wealth Management, LLC holds 1,800 shares of DIA stock, worth $771,372. This represents 0.44% of its overall portfolio holdings.

Number of Shares
1,800
Previous 1,845 2.44%
Holding current value
$771,372
Previous $721,000 5.55%
% of portfolio
0.44%
Previous 0.57%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 08, 2024

SELL
$386.81 - $423.12 $17,406 - $19,040
-45 Reduced 2.44%
1,800 $761,000
Q2 2024

Aug 02, 2024

BUY
$377.31 - $399.95 $2,641 - $2,799
7 Added 0.38%
1,845 $721,000
Q1 2024

May 06, 2024

BUY
$372.72 - $397.76 $2,981 - $3,182
8 Added 0.44%
1,838 $731,000
Q4 2023

Feb 07, 2024

BUY
$324.19 - $377.03 $7,456 - $8,671
23 Added 1.27%
1,830 $689,000
Q3 2023

Nov 01, 2023

BUY
$334.95 - $356.2 $15,742 - $16,741
47 Added 2.67%
1,807 $605,000
Q2 2023

Aug 01, 2023

BUY
$327.75 - $344.77 $3,605 - $3,792
11 Added 0.63%
1,760 $605,000
Q1 2023

May 04, 2023

BUY
$318.5 - $343.03 $14,969 - $16,122
47 Added 2.76%
1,749 $581,000
Q4 2022

Jan 26, 2023

BUY
$291.96 - $346.06 $18,685 - $22,147
64 Added 3.91%
1,702 $0
Q3 2022

Nov 01, 2022

BUY
$287.3 - $341.74 $470,597 - $559,770
1,638 New
1,638 $470,000
Q2 2022

Aug 09, 2022

SELL
$298.72 - $351.53 $487,511 - $573,696
-1,632 Closed
0 $0
Q1 2022

Apr 20, 2022

BUY
$326.53 - $367.87 $18,612 - $20,968
57 Added 3.62%
1,632 $566,000
Q4 2021

Jan 18, 2022

SELL
$340.01 - $364.84 $3,400 - $3,648
-10 Reduced 0.63%
1,575 $572,000
Q3 2021

Oct 19, 2021

BUY
$338.29 - $356.57 $5,074 - $5,348
15 Added 0.96%
1,585 $536,000
Q2 2021

Jul 27, 2021

SELL
$331.45 - $347.9 $4,308 - $4,522
-13 Reduced 0.82%
1,570 $541,000
Q1 2021

Apr 23, 2021

SELL
$299.81 - $331.66 $599 - $663
-2 Reduced 0.13%
1,583 $522,000
Q4 2020

Feb 02, 2021

BUY
$265.06 - $305.79 $25,180 - $29,050
95 Added 6.38%
1,585 $484,000
Q3 2020

Oct 29, 2020

SELL
$257.24 - $291.21 $5,144 - $5,824
-20 Reduced 1.32%
1,490 $413,000
Q2 2020

Aug 03, 2020

SELL
$209.38 - $276.28 $3,140 - $4,144
-15 Reduced 0.98%
1,510 $389,000
Q1 2020

May 04, 2020

SELL
$186.13 - $295.72 $35,364 - $56,186
-190 Reduced 11.08%
1,525 $334,000
Q4 2019

Feb 05, 2020

BUY
$260.72 - $286.33 $447,134 - $491,055
1,715 New
1,715 $488,000

Others Institutions Holding DIA

About SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST


  • Ticker DIA
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about DIA
Track This Portfolio

Track Howard Wealth Management, LLC Portfolio

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

News

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