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

Monograph Wealth Advisors, LLC

$727 Million
Q3 2024

A detailed history of Monograph Wealth Advisors, LLC transactions in Spdr Dow Jones Industrial Average ETF Trust stock. As of the latest transaction made, Monograph Wealth Advisors, LLC holds 4,541 shares of DIA stock, worth $1.97 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares

4,541

Previous 5,541 18.05%

Holding current value

$1.97 Million

Previous $2.17 Million 11.35%

% of portfolio

0.26%

Previous 0.33%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	SELL	$386.81 - $423.12 $386,810 - $423,120	-1,000 Reduced 18.05%	4,541 $1.92 Million
Q1 2024 May 14, 2024	SELL	$372.72 - $397.76 $186,360 - $198,880	-500 Reduced 8.28%	5,541 $2.2 Million
Q3 2023 Nov 15, 2023	BUY	$334.95 - $356.2 $502,425 - $534,300	1,500 Added 33.03%	6,041 $2.02 Million
Q1 2023 May 09, 2023	BUY	$318.5 - $343.03 $414,050 - $445,938	1,300 Added 40.11%	4,541 $1.51 Million
Q3 2022 Nov 15, 2022	SELL	$287.3 - $341.74 $373,490 - $444,262	-1,300 Reduced 28.63%	3,241 $934,000
Q4 2021 Feb 10, 2022	BUY	$340.01 - $364.84 $1.54 Million - $1.66 Million	4,541 New	4,541 $1.65 Million

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

Ticker DIA
Exchange NYSE
Sector ETFs
Industry ETFs

More about DIA

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