Jfs Wealth Advisors, LLC Spdr Dow Jones Industrial Average ETF Trust Transaction History

Jfs Wealth Advisors, LLC

$1.46 Billion
Q4 2024

A detailed history of Jfs Wealth Advisors, LLC transactions in Spdr Dow Jones Industrial Average ETF Trust stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 2,221 shares of DIA stock, worth $986,723. This represents 0.06% of its overall portfolio holdings.

Number of Shares

2,221

Previous 2,071 7.24%

Holding current value

$986,723

Previous $876,000 7.88%

% of portfolio

0.06%

Previous 0.06%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	BUY	$417.69 - $450.94 $62,653 - $67,641	150 Added 7.24%	2,221 $945,000
Q2 2024 Jul 15, 2024	SELL	$377.31 - $399.95 $15,092 - $15,998	-40 Reduced 1.89%	2,071 $810,000
Q1 2023 Apr 19, 2023	SELL	$318.5 - $343.03 $390,481 - $420,554	-1,226 Reduced 36.74%	2,111 $702,000
Q4 2022 Feb 13, 2023	BUY	$291.96 - $346.06 $119,119 - $141,192	408 Added 13.93%	3,337 $1.11 Million
Q3 2022 Oct 21, 2022	SELL	$287.3 - $341.74 $243,917 - $290,137	-849 Reduced 22.47%	2,929 $841,000
Q2 2022 Aug 02, 2022	BUY	$298.72 - $351.53 $240,768 - $283,333	806 Added 27.12%	3,778 $1.16 Million
Q1 2022 May 02, 2022	BUY	$326.53 - $367.87 $107,101 - $120,661	328 Added 12.41%	2,972 $1.03 Million
Q4 2021 Feb 03, 2022	BUY	$340.01 - $364.84 $196,525 - $210,877	578 Added 27.98%	2,644 $961,000
Q3 2021 Nov 09, 2021	BUY	$338.29 - $356.57 $698,907 - $736,673	2,066 New	2,066 $699,000

Others Institutions Holding DIA

# of Institutions

1,381

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

Ticker DIA
Exchange NYSE
Sector ETFs
Industry ETFs

More about DIA

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Jfs Wealth Advisors, LLC Spdr Dow Jones Industrial Average ETF Trust Transaction History