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

Lionsbridge Wealth Management LLC

  • $114 Million
  • Q3 2024

A detailed history of Lionsbridge Wealth Management LLC transactions in Spdr Dow Jones Industrial Average ETF Trust stock. As of the latest transaction made, Lionsbridge Wealth Management LLC holds 2,238 shares of DIA stock, worth $972,433. This represents 0.83% of its overall portfolio holdings.

Number of Shares
2,238
Holding current value
$972,433
% of portfolio
0.83%

Shares

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

Nov 01, 2024
BUY
$386.81 - $423.12 $865,680 - $946,942
2,238 New
2,238 $946,000
Q4 2023

Jan 12, 2024
BUY
$324.19 - $377.03 $1.08 Million - $1.26 Million
3,329 New
3,329 $1.25 Million
Q1 2023

May 08, 2023
SELL
$318.5 - $343.03 $139,503 - $150,247
-438 Reduced 3.07%
13,811 $4.59 Million
Q4 2022

Feb 06, 2023
BUY
$291.96 - $346.06 $3.85 Million - $4.56 Million
13,191 Added 1246.79%
14,249 $4.72 Million
Q3 2022

Nov 14, 2022
BUY
$287.3 - $341.74 $10,342 - $12,302
36 Added 3.52%
1,058 $303,000
Q2 2022

Nov 17, 2022
SELL
$298.72 - $351.53 $11,052 - $13,006
-37 Reduced 3.5%
1,021 $314,000
Q1 2022

May 16, 2022
SELL
$326.53 - $367.87 $17,632 - $19,864
-54 Reduced 5.02%
1,022 $354,000
Q4 2021

Feb 08, 2022
SELL
$340.01 - $364.84 $3,060 - $3,283
-9 Reduced 0.83%
1,076 $390,000
Q3 2021

Oct 26, 2021
SELL
$338.29 - $356.57 $43,977 - $46,354
-130 Reduced 10.7%
1,085 $367,000
Q2 2021

Jul 29, 2021
BUY
$331.45 - $347.9 $402,711 - $422,698
1,215 New
1,215 $419,000
Q1 2020

Apr 29, 2020
SELL
$186.13 - $295.72 $2,791 - $4,435
-15 Closed
0 $0
Q4 2019

Feb 18, 2020
BUY
$260.72 - $286.33 $3,910 - $4,294
15 New
15 $4,000

Others Institutions Holding DIA

# of Institutions
1,332
Shares Held
34M
Call Options Held
10.4M
Put Options Held
12.1M
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 Lionsbridge Wealth Management LLC Portfolio

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

News

Stay updated on Lionsbridge Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email