Sheets Smith Wealth Management Spdr Dow Jones Industrial Average ETF Trust Transaction History

Sheets Smith Wealth Management

  • $807 Million
  • Q3 2024

A detailed history of Sheets Smith Wealth Management transactions in Spdr Dow Jones Industrial Average ETF Trust stock. As of the latest transaction made, Sheets Smith Wealth Management holds 1,638 shares of DIA stock, worth $711,203. This represents 0.09% of its overall portfolio holdings.

Number of Shares
1,638
Previous 1,638 -0.0%
Holding current value
$711,203
Previous $640,000 8.28%
% of portfolio
0.09%
Previous 0.08%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Oct 23, 2023
BUY
$334.95 - $356.2 $12,728 - $13,535
38 Added 2.38%
1,638 $548,000
Q1 2023

May 26, 2023
BUY
$318.5 - $343.03 $403,539 - $434,619
1,267 Added 380.48%
1,600 $532,000
Q1 2023

May 12, 2023
SELL
$318.5 - $343.03 $403,539 - $434,619
-1,267 Reduced 79.19%
333 $110,000
Q1 2019

May 13, 2019
SELL
$226.72 - $260.89 $22,672 - $26,089
-100 Reduced 5.88%
1,600 $415,000
Q3 2017

Oct 12, 2017
BUY
$216.53 - $223.9 $368,101 - $380,630
1,700
1,700 $380,000

Others Institutions Holding DIA

# of Institutions
1,333
Shares Held
34M
Call Options Held
10.4M
Put Options Held
12.1M
View Full List

About SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST

DIA Quotes by TradingView
  • Ticker DIA
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about DIA
Track This Portfolio

Track Sheets Smith Wealth Management Portfolio

Follow Sheets Smith Wealth Management 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 Sheets Smith Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Sheets Smith Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email