A detailed history of One Wealth Management Investment & Advisory Services, LLC transactions in Spdr Dow Jones Industrial Average ETF Trust stock. As of the latest transaction made, One Wealth Management Investment & Advisory Services, LLC holds 1,934 shares of DIA stock, worth $815,973. This represents 0.3% of its overall portfolio holdings.

Number of Shares
1,934
Previous 1,932 0.1%
Holding current value
$815,973
Previous $768 Million 1.55%
% of portfolio
0.3%
Previous 0.31%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 06, 2024

BUY
$377.31 - $399.95 $754 - $799
2 Added 0.1%
1,934 $756 Million
Q1 2024

May 14, 2024

SELL
$372.72 - $397.76 $218,413 - $233,087
-586 Reduced 23.27%
1,932 $768 Million
Q4 2023

Jan 25, 2024

BUY
$324.19 - $377.03 $816,310 - $949,361
2,518 New
2,518 $949 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 One Wealth Management Investment & Advisory Services, LLC Portfolio

Follow One Wealth Management Investment & 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 One Wealth Management Investment & Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on One Wealth Management Investment & Advisory Services, LLC with notifications on news.