A detailed history of Octavia Wealth Advisors, LLC transactions in Spdr Dow Jones Industrial Average ETF Trust stock. As of the latest transaction made, Octavia Wealth Advisors, LLC holds 785 shares of DIA stock, worth $340,839. This represents 0.04% of its overall portfolio holdings.

Number of Shares
785
Previous 842 6.77%
Holding current value
$340,839
Previous $329,000 0.91%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Oct 10, 2024

SELL
$386.81 - $423.12 $22,048 - $24,117
-57 Reduced 6.77%
785 $332,000
Q2 2024

Aug 01, 2024

BUY
$377.31 - $399.95 $44,145 - $46,794
117 Added 16.14%
842 $329,000
Q1 2024

Apr 15, 2024

SELL
$372.72 - $397.76 $20,126 - $21,479
-54 Reduced 6.93%
725 $288,000
Q4 2023

Jan 30, 2024

SELL
$324.19 - $377.03 $21,720 - $25,261
-67 Reduced 7.92%
779 $293,000
Q3 2023

Oct 30, 2023

BUY
$334.95 - $356.2 $22,776 - $24,221
68 Added 8.74%
846 $283,000
Q2 2023

Jul 18, 2023

SELL
$327.75 - $344.77 $6,227 - $6,550
-19 Reduced 2.38%
778 $267,000
Q1 2023

Apr 20, 2023

BUY
$318.5 - $343.03 $23,887 - $25,727
75 Added 10.39%
797 $265,000
Q4 2022

Jan 19, 2023

SELL
$291.96 - $346.06 $16,057 - $19,033
-55 Reduced 7.08%
722 $0
Q2 2022

Jul 18, 2022

BUY
$298.72 - $351.53 $3,883 - $4,569
13 Added 1.7%
777 $239,000
Q1 2022

Apr 20, 2022

BUY
$326.53 - $367.87 $249,468 - $281,052
764 New
764 $266,000

Others Institutions Holding DIA

About SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST


  • Ticker DIA
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about DIA
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