Schrum Private Wealth Management LLC Spdr Dow Jones Industrial Average ETF Trust Transaction History

Schrum Private Wealth Management LLC

$118 Million
Q4 2024

A detailed history of Schrum Private Wealth Management LLC transactions in Spdr Dow Jones Industrial Average ETF Trust stock. As of the latest transaction made, Schrum Private Wealth Management LLC holds 1,182 shares of DIA stock, worth $513,165. This represents 0.43% of its overall portfolio holdings.

Number of Shares

1,182

Previous 2,202 46.32%

Holding current value

$513,165

Previous $931,000 46.08%

% of portfolio

0.43%

Previous 0.48%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 06, 2025	SELL	$417.69 - $450.94 $426,043 - $459,958	-1,020 Reduced 46.32%	1,182 $502,000
Q3 2024 Nov 05, 2024	BUY	$386.81 - $423.12 $395,706 - $432,851	1,023 Added 86.77%	2,202 $931,000
Q2 2024 Jul 30, 2024	BUY	$377.31 - $399.95 $754 - $799	2 Added 0.17%	1,179 $461,000
Q1 2024 May 02, 2024	BUY	$372.72 - $397.76 $200,150 - $213,597	537 Added 83.91%	1,177 $468,000
Q4 2023 Jan 25, 2024	BUY	$324.19 - $377.03 $207,481 - $241,299	640 New	640 $241,000
Q2 2023 Jul 24, 2023	BUY	$327.75 - $344.77 $194,355 - $204,448	593 New	593 $203,000

Others Institutions Holding DIA

# of Institutions

1,444

Shares Held

36.7M

Call Options Held

10.2M

Put Options Held

10.1M

View Full List

About SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST

Ticker DIA
Exchange NYSE
Sector ETFs
Industry ETFs

More about DIA

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Schrum Private Wealth Management LLC Spdr Dow Jones Industrial Average ETF Trust Transaction History