A detailed history of Principle Wealth Partners LLC transactions in Spdr Dow Jones Industrial Average ETF Trust stock. As of the latest transaction made, Principle Wealth Partners LLC holds 540 shares of DIA stock, worth $234,462. This represents 0.02% of its overall portfolio holdings.

Number of Shares
540
Previous 540 -0.0%
Holding current value
$234,462
Previous $211,000 8.06%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Aug 13, 2024

BUY
$377.31 - $399.95 $13,205 - $13,998
35 Added 6.93%
540 $211,000
Q1 2024

Apr 23, 2024

BUY
$372.72 - $397.76 $188,223 - $200,868
505 New
505 $200,000
Q3 2020

Nov 16, 2020

SELL
$257.24 - $291.21 $64,310 - $72,802
-250 Closed
0 $0
Q2 2020

Aug 14, 2020

BUY
$209.38 - $276.28 $52,345 - $69,070
250 New
250 $64,000
Q1 2020

May 13, 2020

SELL
$186.13 - $295.72 $130,291 - $207,004
-700 Closed
0 $0
Q4 2019

Feb 04, 2020

BUY
$260.72 - $286.33 $182,504 - $200,431
700 New
700 $200,000

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 Principle Wealth Partners LLC Portfolio

Follow Principle Wealth Partners 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 Principle Wealth Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Principle Wealth Partners LLC with notifications on news.