Summit Wealth Partners, LLC Spdr Dow Jones Industrial Average ETF Trust Transaction History

Summit Wealth Partners, LLC

$519 Billion
Q3 2024

A detailed history of Summit Wealth Partners, LLC transactions in Spdr Dow Jones Industrial Average ETF Trust stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 9,012 shares of DIA stock, worth $3.97 Million. This represents 0.73% of its overall portfolio holdings.

Number of Shares

9,012

Previous 8,995 0.19%

Holding current value

$3.97 Million

Previous $3.52 Billion 8.37%

% of portfolio

0.73%

Previous 0.73%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 28, 2024	BUY	$386.81 - $423.12 $6,575 - $7,193	17 Added 0.19%	9,012 $3.81 Billion
Q2 2024 Sep 11, 2024	SELL	$377.31 - $399.95 $12,073 - $12,798	-32 Reduced 0.35%	8,995 $3.52 Billion
Q1 2024 Sep 11, 2024	BUY	$372.72 - $397.76 $265,003 - $282,807	711 Added 8.55%	9,027 $3.59 Billion
Q4 2023 Sep 11, 2024	SELL	$324.19 - $377.03 $3,566 - $4,147	-11 Reduced 0.13%	8,316 $3.13 Billion
Q3 2023 Sep 11, 2024	SELL	$334.95 - $356.2 $4,354 - $4,630	-13 Reduced 0.16%	8,327 $2.79 Billion
Q2 2023 Sep 11, 2024	SELL	$327.75 - $344.77 $3,277 - $3,447	-10 Reduced 0.12%	8,340 $2.87 Billion
Q1 2023 Sep 11, 2024	BUY	$318.5 - $343.03 $318 - $343	1 Added 0.01%	8,350 $2.78 Billion
Q4 2022 Sep 11, 2024	SELL	$291.96 - $346.06 $11,970 - $14,188	-41 Reduced 0.49%	8,349 $2.77 Billion
Q3 2022 Sep 11, 2024	BUY	$287.3 - $341.74 $4,884 - $5,809	17 Added 0.2%	8,390 $2.41 Billion
Q2 2022 Sep 11, 2024	BUY	$298.72 - $351.53 $5,078 - $5,976	17 Added 0.2%	8,373 $2.58 Billion
Q1 2022 Sep 11, 2024	BUY	$326.53 - $367.87 $4,897 - $5,518	15 Added 0.18%	8,356 $2.9 Billion
Q4 2021 Sep 10, 2024	BUY	$340.01 - $364.84 $5,100 - $5,472	15 Added 0.18%	8,341 $3.03 Billion
Q3 2021 Sep 10, 2024	BUY	$338.29 - $356.57 $4,736 - $4,991	14 Added 0.17%	8,326 $2.82 Billion
Q2 2021 Sep 10, 2024	SELL	$331.45 - $347.9 $18,229 - $19,134	-55 Reduced 0.66%	8,312 $2.87 Billion
Q1 2021 Sep 10, 2024	SELL	$299.81 - $331.66 $2,098 - $2,321	-7 Reduced 0.08%	8,367 $2.76 Billion
Q4 2020 Sep 10, 2024	BUY	$265.06 - $305.79 $4,506 - $5,198	17 Added 0.2%	8,374 $2.56 Billion
Q3 2020 Sep 10, 2024	SELL	$257.24 - $291.21 $230,229 - $260,632	-895 Reduced 9.67%	8,357 $2.32 Billion
Q2 2020 Sep 10, 2024	SELL	$209.38 - $276.28 $242,043 - $319,379	-1,156 Reduced 11.11%	9,252 $2.39 Billion
Q1 2020 Sep 10, 2024	SELL	$186.13 - $295.72 $87,108 - $138,396	-468 Reduced 4.3%	10,408 $2.28 Billion
Q4 2019 Sep 09, 2024	BUY	$260.72 - $286.33 $2.84 Million - $3.11 Million	10,876 New	10,876 $3.1 Billion

Others Institutions Holding DIA

# of Institutions

1,348

Shares Held

31.2M

Call Options Held

10.4M

Put Options Held

12.1M

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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Summit Wealth Partners, LLC Spdr Dow Jones Industrial Average ETF Trust Transaction History