Sky Oak Wealth, LLC Spdr Dow Jones Industrial Average ETF Trust Transaction History

Sky Oak Wealth, LLC

$465 Million
Q4 2024

A detailed history of Sky Oak Wealth, LLC transactions in Spdr Dow Jones Industrial Average ETF Trust stock. As of the latest transaction made, Sky Oak Wealth, LLC holds 1,536 shares of DIA stock, worth $627,886. This represents 0.14% of its overall portfolio holdings.

Number of Shares

1,536

Previous 1,534 0.13%

Holding current value

$627,886

Previous $649,000 0.62%

% of portfolio

0.14%

Previous 0.15%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	BUY	$417.69 - $450.94 $835 - $901	2 Added 0.13%	1,536 $653,000
Q3 2024 Nov 04, 2024	BUY	$386.81 - $423.12 $386 - $423	1 Added 0.07%	1,534 $649,000
Q2 2024 Aug 12, 2024	BUY	$377.31 - $399.95 $1,131 - $1,199	3 Added 0.2%	1,533 $599,000
Q1 2024 Apr 29, 2024	BUY	$372.72 - $397.76 $189,341 - $202,062	508 Added 49.71%	1,530 $608,000
Q3 2023 Oct 24, 2023	BUY	$334.95 - $356.2 $1,339 - $1,424	4 Added 0.39%	1,022 $342,000
Q4 2021 Jan 24, 2022	SELL	$340.01 - $364.84 $34,001 - $36,484	-100 Reduced 8.94%	1,018 $370,000
Q2 2020 Aug 10, 2020	BUY	$209.38 - $276.28 $3,350 - $4,420	16 Added 1.45%	1,118 $288,000
Q1 2020 May 04, 2020	SELL	$186.13 - $295.72 $13,773 - $21,883	-74 Reduced 6.29%	1,102 $242,000
Q4 2019 Feb 04, 2020	BUY	$260.72 - $286.33 $306,606 - $336,724	1,176 New	1,176 $335,000

Others Institutions Holding DIA

# of Institutions

1,454

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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Sky Oak Wealth, LLC Spdr Dow Jones Industrial Average ETF Trust Transaction History