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 5,541 shares of DIA stock, worth $2.35 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares
5,541
Previous 5,541 -0.0%
Holding current value
$2.35 Million
Previous $2.2 Million 1.63%
% of portfolio
0.33%
Previous 0.34%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST


  • Ticker DIA
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about DIA
Track This Portfolio

Track Monograph Wealth Advisors, LLC Portfolio

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

News

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