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

Kingswood Wealth Advisors, LLC

  • $2.62 Trillion
  • Q1 2025

A detailed history of Kingswood Wealth Advisors, LLC transactions in Spdr Dow Jones Industrial Average ETF Trust stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 16,446 shares of DIA stock, worth $6.85 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares
16,446
Previous 18,824 12.63%
Holding current value
$6.85 Million
Previous $8.01 Billion 13.79%
% of portfolio
0.26%
Previous 0.6%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 21, 2025
SELL
$408.78 - $448.82 $972,078 - $1.07 Million
-2,378 Reduced 12.63%
16,446 $6.91 Billion
Q4 2024

Jan 22, 2025
BUY
$417.69 - $450.94 $6.88 Million - $7.43 Million
16,472 Added 700.34%
18,824 $8.01 Billion
Q3 2024

Oct 21, 2024
SELL
$386.81 - $423.12 $5.57 Million - $6.09 Million
-14,400 Reduced 85.96%
2,352 $995 Million
Q2 2024

Jul 09, 2024
BUY
$377.31 - $399.95 $3.25 Million - $3.45 Million
8,614 Added 105.85%
16,752 $6.55 Billion
Q1 2024

Apr 15, 2024
SELL
$372.72 - $397.76 $3.2 Million - $3.42 Million
-8,598 Reduced 51.37%
8,138 $3.24 Billion
Q4 2023

Jan 16, 2024
BUY
$324.19 - $377.03 $4.54 Million - $5.28 Million
14,016 Added 515.29%
16,736 $6.31 Billion
Q3 2023

Oct 23, 2023
BUY
$334.95 - $356.2 $33,495 - $35,620
100 Added 3.82%
2,720 $911 Million
Q2 2023

Aug 09, 2023
BUY
$327.75 - $344.77 $858,705 - $903,297
2,620 New
2,620 $901 Million

Others Institutions Holding DIA

# of Institutions
1,437
Shares Held
34.5M
Call Options Held
8.39M
Put Options Held
10.4M
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
Track This Portfolio

Track Kingswood Wealth Advisors, LLC Portfolio

Follow Kingswood Wealth Advisors, 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 Kingswood Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kingswood Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email