Kingsview Wealth Management, LLC Spdr Dow Jones Industrial Average ETF Trust Call Options Transaction History

Kingsview Wealth Management, LLC

$4.45 Billion
Q3 2024

Call Options

14 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form
Q1 2022 Feb 08, 2024	BUY	$326.53 - $367.87 $4.64 Million - $5.22 Million	14,200 New	14,200 $4.92 Million
Q1 2021 May 24, 2021	BUY	$299.81 - $331.66 $1.92 Million - $2.12 Million	6,400 Added 88.89%	13,600 $603,000
Q4 2020 Feb 16, 2021	BUY	$265.06 - $305.79 $265,060 - $305,790	1,000 Added 16.13%	7,200 $441,000
Q1 2020 May 11, 2020	SELL	$186.13 - $295.72 $55,839 - $88,716	-300 Reduced 4.62%	6,200 $122,000
Q4 2019 Jan 31, 2020	BUY	$260.72 - $286.33 $912,520 - $1 Million	3,500 Added 116.67%	6,500 $315,000
Q4 2019 Jan 30, 2020	SELL	$260.72 - $286.33 $860,376 - $944,889	-3,300 Reduced 52.38%	3,000 $7,000
Q3 2019 Jan 29, 2020	SELL	$255.08 - $273.6 $331,604 - $355,680	-1,300 Reduced 17.11%	6,300 $325,000
Q2 2019 Jan 29, 2020	BUY	$248.22 - $268.08 $347,508 - $375,312	1,400 Added 22.58%	7,600 $314,000
Q1 2019 Jan 29, 2020	BUY	$226.72 - $260.89 $1.29 Million - $1.49 Million	5,700 Added 1140.0%	6,200 $280,000
Q4 2018 Jan 29, 2020	BUY	$218.1 - $267.95 $43,620 - $53,590	200 Added 66.67%	500 $0
Q3 2018 Jan 29, 2020	SELL	$241.66 - $267.12 $241,660 - $267,120	-1,000 Reduced 76.92%	300 $0
Q2 2018 Jan 29, 2020	BUY	$236.15 - $253.39 $212,535 - $228,051	900 Added 225.0%	1,300 $2,000
Q1 2018 Jan 29, 2020	SELL	$235.13 - $265.91 $611,338 - $691,366	-2,600 Reduced 86.67%	400 $0
Q4 2017 Jan 29, 2020	BUY	$225.24 - $248.13 $675,720 - $744,390	3,000	3,000 $7,000

Others Institutions Holding DIA

# of Institutions

1,333

Shares Held

34M

Call Options Held

10.4M

Put Options Held

12.1M

Morgan Stanley New York, NY

3.44M
Shares

$1.49 Billion
0.11% of portfolio
International Assets Investment Management, LLC Orlando, FL

3.4M
Shares

$1.48 Billion
0.02% of portfolio
Bank Of America Corp Charlotte, NC

2.6M
Shares

$1.13 Billion
0.09% of portfolio
Royal Bank Of Canada Toronto, A6

2.05M
Shares

$891 Million
0.18% of portfolio
Lpl Financial LLC Fort Mill, SC

1.44M
Shares

$623 Million
0.28% of portfolio

About SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST

Ticker DIA
Exchange NYSE
Sector ETFs
Industry ETFs

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