Soa Wealth Advisors, Llc. Spdr Dow Jones Industrial Average ETF Trust Transaction History

Soa Wealth Advisors, Llc.

$517 Million
Q3 2024

A detailed history of Soa Wealth Advisors, Llc. transactions in Spdr Dow Jones Industrial Average ETF Trust stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 608 shares of DIA stock, worth $262,893. This represents 0.05% of its overall portfolio holdings.

Number of Shares

608

Previous 619 1.78%

Holding current value

$262,893

Previous $242,000 6.2%

% of portfolio

0.05%

Previous 0.05%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 08, 2024	SELL	$386.81 - $423.12 $4,254 - $4,654	-11 Reduced 1.78%	608 $257,000
Q1 2024 Apr 10, 2024	BUY	$372.72 - $397.76 $8,199 - $8,750	22 Added 3.69%	619 $246,000
Q2 2023 Jul 07, 2023	SELL	$327.75 - $344.77 $62,272 - $65,506	-190 Reduced 24.14%	597 $205,000
Q4 2021 Jan 13, 2022	BUY	$340.01 - $364.84 $192,105 - $206,134	565 Added 254.5%	787 $286,000
Q3 2021 Oct 12, 2021	BUY	$338.29 - $356.57 $64,275 - $67,748	190 Added 593.75%	222 $75,000
Q4 2020 Mar 10, 2021	BUY	$265.06 - $305.79 $8,481 - $9,785	32 New	32 $10,000

Others Institutions Holding DIA

# of Institutions

1,280

Shares Held

28.2M

Call Options Held

7.09M

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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Soa Wealth Advisors, Llc. Spdr Dow Jones Industrial Average ETF Trust Transaction History