Tci Wealth Advisors, Inc. Spdr Dow Jones Industrial Average ETF Trust Transaction History

Tci Wealth Advisors, Inc.

$1.12 Billion
Q3 2024

Shares

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Nov 08, 2022	SELL	$287.3 - $341.74 $4,309 - $5,126	-15 Reduced 9.15%	149 $43,000
Q2 2022 Jul 19, 2022	BUY	$298.72 - $351.53 $4,480 - $5,272	15 Added 10.07%	164 $50,000
Q1 2022 Apr 29, 2022	SELL	$326.53 - $367.87 $6,530 - $7,357	-20 Reduced 11.83%	149 $52,000
Q4 2021 Jan 24, 2022	SELL	$340.01 - $364.84 $32,980 - $35,389	-97 Reduced 36.47%	169 $61,000
Q3 2021 Oct 29, 2021	BUY	$338.29 - $356.57 $39,579 - $41,718	117 Added 78.52%	266 $90,000
Q1 2021 Apr 29, 2021	SELL	$299.81 - $331.66 $13,791 - $15,256	-46 Reduced 23.59%	149 $49,000
Q4 2020 Jan 21, 2021	BUY	$265.06 - $305.79 $12,192 - $14,066	46 Added 30.87%	195 $60,000
Q3 2020 Oct 20, 2020	SELL	$257.24 - $291.21 $325,151 - $368,089	-1,264 Reduced 89.46%	149 $41,000
Q2 2020 Jul 20, 2020	BUY	$209.38 - $276.28 $5,862 - $7,735	28 Added 2.02%	1,413 $364,000
Q1 2020 Apr 14, 2020	BUY	$186.13 - $295.72 $130,291 - $207,004	700 Added 102.19%	1,385 $304,000
Q1 2019 Apr 11, 2019	SELL	$226.72 - $260.89 $3,174 - $3,652	-14 Reduced 2.0%	685 $178,000
Q4 2018 Jan 17, 2019	SELL	$218.1 - $267.95 $103,597 - $127,276	-475 Reduced 40.46%	699 $163,000
Q4 2017 Feb 01, 2018	BUY	$225.24 - $248.13 $67,572 - $74,439	300 Added 34.32%	1,174 $291,000
Q2 2017 Aug 10, 2017	BUY	N/A	874	874 $186,000

Others Institutions Holding DIA

# of Institutions

1,333

Shares Held

34M

Call Options Held

10.4M

Put Options Held

12.1M

Morgan Stanley New York, NY

3.44M
Shares

$1.49 Billion
0.11% of portfolio
International Assets Investment Management, LLC Orlando, FL

3.4M
Shares

$1.48 Billion
0.02% of portfolio
Bank Of America Corp Charlotte, NC

2.6M
Shares

$1.13 Billion
0.09% of portfolio
Royal Bank Of Canada Toronto, A6

2.05M
Shares

$891 Million
0.18% of portfolio
Lpl Financial LLC Fort Mill, SC

1.44M
Shares

$623 Million
0.28% of portfolio

About SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST

Ticker DIA
Exchange NYSE
Sector ETFs
Industry ETFs

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