A detailed history of Prosperity Planning, Inc. transactions in Spdr Dow Jones Industrial Average ETF Trust stock. As of the latest transaction made, Prosperity Planning, Inc. holds 805 shares of DIA stock, worth $325,598. This represents 0.11% of its overall portfolio holdings.

Number of Shares
805
Previous 795 1.26%
Holding current value
$325,598
Previous $316,000 0.63%
% of portfolio
0.11%
Previous 0.11%

Shares

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

Jul 23, 2024

BUY
$377.31 - $399.95 $3,773 - $3,999
10 Added 1.26%
805 $314,000
Q2 2023

Jul 13, 2023

BUY
$327.75 - $344.77 $4,260 - $4,482
13 Added 1.66%
795 $273,000
Q1 2023

Apr 13, 2023

BUY
$318.5 - $343.03 $249,067 - $268,249
782 New
782 $260,000
Q4 2021

Jan 21, 2022

BUY
$340.01 - $364.84 $4,080 - $4,378
12 Added 1.56%
782 $284,000
Q4 2020

Feb 01, 2021

BUY
$265.06 - $305.79 $204,096 - $235,458
770 New
770 $235,000

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 Prosperity Planning, Inc. Portfolio

Follow Prosperity Planning, Inc. 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 Prosperity Planning, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Prosperity Planning, Inc. with notifications on news.