A detailed history of Regent Peak Wealth Advisors LLC transactions in Spdr Dow Jones Industrial Average ETF Trust stock. As of the latest transaction made, Regent Peak Wealth Advisors LLC holds 569 shares of DIA stock, worth $253,426. This represents 0.05% of its overall portfolio holdings.

Number of Shares
569
Previous 569 -0.0%
Holding current value
$253,426
Previous $242,000 -0.0%
% of portfolio
0.05%
Previous 0.05%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 07, 2025

SELL
$417.69 - $450.94 $1,670 - $1,803
-4 Reduced 0.7%
569 $242,000
Q3 2024

Oct 16, 2024

BUY
$386.81 - $423.12 $221,642 - $242,447
573 New
573 $242,000
Q1 2021

Apr 28, 2021

SELL
$299.81 - $331.66 $118,724 - $131,337
-396 Closed
0 $0
Q4 2020

Feb 12, 2021

BUY
$265.06 - $305.79 $104,963 - $121,092
396 New
396 $121,000

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 Regent Peak Wealth Advisors LLC Portfolio

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

News

Stay updated on Regent Peak Wealth Advisors LLC with notifications on news.