A detailed history of Selective Wealth Management, Inc. transactions in Spdr Dow Jones Industrial Average ETF Trust stock. As of the latest transaction made, Selective Wealth Management, Inc. holds 2,223 shares of DIA stock, worth $987,612. This represents 0.38% of its overall portfolio holdings.

Number of Shares
2,223
Previous 2,165 2.68%
Holding current value
$987,612
Previous $916,000 3.17%
% of portfolio
0.38%
Previous 0.38%

Shares

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

Jan 15, 2025

BUY
$417.69 - $450.94 $24,226 - $26,154
58 Added 2.68%
2,223 $945,000
Q2 2024

Jul 10, 2024

BUY
$377.31 - $399.95 $377 - $399
1 Added 0.05%
2,165 $846,000
Q1 2024

Apr 11, 2024

BUY
$372.72 - $397.76 $372 - $397
1 Added 0.05%
2,164 $860,000
Q4 2023

Jan 05, 2024

SELL
$324.19 - $377.03 $34,688 - $40,342
-107 Reduced 4.71%
2,163 $815,000
Q3 2023

Oct 10, 2023

BUY
$334.95 - $356.2 $37,514 - $39,894
112 Added 5.19%
2,270 $760,000
Q2 2023

Jul 11, 2023

BUY
$327.75 - $344.77 $36,052 - $37,924
110 Added 5.37%
2,158 $742,000
Q4 2022

Jan 23, 2023

SELL
$291.96 - $346.06 $112,696 - $133,579
-386 Reduced 15.86%
2,048 $0
Q3 2022

Oct 21, 2022

SELL
$287.3 - $341.74 $30,166 - $35,882
-105 Reduced 4.14%
2,434 $699,000
Q2 2022

Jul 28, 2022

BUY
$298.72 - $351.53 $270,341 - $318,134
905 Added 55.39%
2,539 $782,000
Q1 2022

Apr 20, 2022

SELL
$326.53 - $367.87 $46,040 - $51,869
-141 Reduced 7.94%
1,634 $567,000
Q4 2021

Jan 18, 2022

BUY
$340.01 - $364.84 $569,516 - $611,107
1,675 Added 1675.0%
1,775 $645,000
Q3 2021

Oct 27, 2021

BUY
$338.29 - $356.57 $33,829 - $35,657
100 New
100 $34,000

Others Institutions Holding DIA

About SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST


  • Ticker DIA
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about DIA
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