A detailed history of Strategic Wealth Advisors Group, LLC transactions in Spdr Dow Jones Industrial Average ETF Trust stock. As of the latest transaction made, Strategic Wealth Advisors Group, LLC holds 20,131 shares of DIA stock, worth $8.75 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares
20,131
Previous 25,400 20.74%
Holding current value
$8.75 Million
Previous $7.94 Million 27.11%
% of portfolio
0.25%
Previous 0.33%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Nov 10, 2022

SELL
$287.3 - $341.74 $1.51 Million - $1.8 Million
-5,269 Reduced 20.74%
20,131 $5.78 Million
Q2 2022

Aug 12, 2022

SELL
$298.72 - $351.53 $339,644 - $399,689
-1,137 Reduced 4.28%
25,400 $7.94 Million
Q1 2022

May 10, 2022

BUY
$326.53 - $367.87 $8.67 Million - $9.76 Million
26,537 New
26,537 $9.19 Million
Q4 2021

Feb 16, 2022

SELL
$340.01 - $364.84 $4.85 Million - $5.21 Million
-14,270 Closed
0 $0
Q3 2021

Nov 17, 2021

BUY
$338.29 - $356.57 $306,490 - $323,052
906 Added 6.78%
14,270 $4.83 Million
Q2 2021

Aug 10, 2021

SELL
$331.45 - $347.9 $731,841 - $768,163
-2,208 Reduced 14.18%
13,364 $4.61 Million
Q1 2021

May 07, 2021

SELL
$299.81 - $331.66 $1.87 Million - $2.07 Million
-6,240 Reduced 28.61%
15,572 $5.14 Million
Q4 2020

Feb 12, 2021

BUY
$265.06 - $305.79 $2.98 Million - $3.44 Million
11,235 Added 106.22%
21,812 $6.67 Million
Q3 2020

Nov 30, 2020

BUY
$257.24 - $291.21 $2.72 Million - $3.08 Million
10,577 New
10,577 $2.94 Million
Q4 2019

Feb 10, 2020

SELL
$260.72 - $286.33 $7.62 Million - $8.37 Million
-29,240 Closed
0 $0
Q3 2019

Nov 04, 2019

BUY
$255.08 - $273.6 $21,681 - $23,256
85 Added 0.29%
29,240 $7.85 Million
Q2 2019

Aug 13, 2019

SELL
$248.22 - $268.08 $1.42 Million - $1.54 Million
-5,727 Reduced 16.42%
29,155 $7.75 Million
Q1 2019

May 02, 2019

BUY
$226.72 - $260.89 $454,120 - $522,562
2,003 Added 6.09%
34,882 $0
Q4 2018

Feb 12, 2019

BUY
$218.1 - $267.95 $28,571 - $35,101
131 Added 0.4%
32,879 $7.74 Million
Q3 2018

Nov 07, 2018

SELL
$241.66 - $267.12 $1.16 Million - $1.28 Million
-4,786 Reduced 12.75%
32,748 $8.66 Million
Q2 2018

Sep 17, 2018

SELL
$236.15 - $253.39 $776,697 - $833,399
-3,289 Reduced 8.06%
37,534 $9.11 Million
Q1 2018

May 08, 2018

SELL
$235.13 - $265.91 $1.88 Million - $2.13 Million
-8,010 Reduced 16.4%
40,823 $9.85 Million
Q4 2017

Mar 08, 2018

BUY
$225.24 - $248.13 $2.83 Million - $3.11 Million
12,548 Added 34.58%
48,833 $12.1 Million
Q3 2017

Nov 07, 2017

BUY
$216.53 - $223.9 $7.86 Million - $8.12 Million
36,285
36,285 $8.12 Million

Others Institutions Holding DIA

About SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST


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

Track Strategic Wealth Advisors Group, LLC Portfolio

Follow Strategic Wealth Advisors Group, LLC 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 Strategic Wealth Advisors Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Strategic Wealth Advisors Group, LLC with notifications on news.