Lwm Advisory Services, LLC Spdr Dow Jones Industrial Average ETF Trust Transaction History

Lwm Advisory Services, LLC

  • $139 Million
  • Q2 2025

A detailed history of Lwm Advisory Services, LLC transactions in Spdr Dow Jones Industrial Average ETF Trust stock. As of the latest transaction made, Lwm Advisory Services, LLC holds 1,253 shares of DIA stock, worth $575,828. This represents 0.4% of its overall portfolio holdings.

Number of Shares
1,253
Previous 1,252 0.08%
Holding current value
$575,828
Previous $525,000 5.14%
% of portfolio
0.4%
Previous 0.38%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
$376.48 - $440.65 $376 - $440
1 Added 0.08%
1,253 $552,000
Q1 2025

May 13, 2025
BUY
$408.78 - $448.82 $408 - $448
1 Added 0.08%
1,252 $525,000
Q3 2024

Nov 13, 2024
BUY
$386.81 - $423.12 $46,417 - $50,774
120 Added 10.61%
1,251 $529,000
Q1 2024

May 09, 2024
BUY
$372.72 - $397.76 $421,546 - $449,866
1,131 New
1,131 $449,000

Others Institutions Holding DIA

# of Institutions
1,477
Shares Held
33.4M
Call Options Held
7.39M
Put Options Held
11M
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 Lwm Advisory Services, LLC Portfolio

Follow Lwm Advisory Services, 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 Lwm Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lwm Advisory Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email