True Wealth Advisors, LLC Spdr Dow Jones Industrial Average ETF Trust Transaction History

True Wealth Advisors, LLC

$262 Million
Q4 2024

A detailed history of True Wealth Advisors, LLC transactions in Spdr Dow Jones Industrial Average ETF Trust stock. As of the latest transaction made, True Wealth Advisors, LLC holds 6,964 shares of DIA stock, worth $2.89 Million. This represents 1.13% of its overall portfolio holdings.

Number of Shares

6,964

Previous 6,890 1.07%

Holding current value

$2.89 Million

Previous $2.92 Million 1.65%

% of portfolio

1.13%

Previous 1.07%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	BUY	$417.69 - $450.94 $30,909 - $33,369	74 Added 1.07%	6,964 $2.96 Million
Q3 2024 Oct 29, 2024	BUY	$386.81 - $423.12 $55,700 - $60,929	144 Added 2.13%	6,890 $2.92 Million
Q2 2024 Jul 24, 2024	SELL	$377.31 - $399.95 $88,290 - $93,588	-234 Reduced 3.35%	6,746 $2.64 Million
Q1 2024 Apr 23, 2024	SELL	$372.72 - $397.76 $57,398 - $61,255	-154 Reduced 2.16%	6,980 $2.78 Million
Q4 2023 Feb 08, 2024	SELL	$324.19 - $377.03 $371,197 - $431,699	-1,145 Reduced 13.83%	7,134 $2.69 Million
Q3 2023 Nov 07, 2023	SELL	$334.95 - $356.2 $338,299 - $359,762	-1,010 Reduced 10.87%	8,279 $2.77 Million
Q2 2023 Jul 31, 2023	SELL	$327.75 - $344.77 $2.62 Million - $2.76 Million	-7,991 Reduced 46.24%	9,289 $3.19 Million
Q1 2023 Apr 19, 2023	SELL	$318.5 - $343.03 $3.81 Million - $4.1 Million	-11,963 Reduced 40.91%	17,280 $5.75 Million
Q4 2022 Jan 23, 2023	BUY	$291.96 - $346.06 $197,948 - $234,628	678 Added 2.37%	29,243 $0
Q3 2022 Oct 21, 2022	SELL	$287.3 - $341.74 $408,253 - $485,612	-1,421 Reduced 4.74%	28,565 $8.21 Million
Q2 2022 Jul 27, 2022	BUY	$298.72 - $351.53 $2.21 Million - $2.6 Million	7,386 Added 32.68%	29,986 $9.23 Million
Q1 2022 May 05, 2022	SELL	$326.53 - $367.87 $1.56 Million - $1.76 Million	-4,792 Reduced 17.49%	22,600 $8.21 Million
Q1 2022 May 04, 2022	BUY	$326.53 - $367.87 $1.56 Million - $1.76 Million	4,792 Added 21.2%	27,392 $9.07 Million
Q4 2021 Feb 02, 2022	BUY	$340.01 - $364.84 $266,567 - $286,034	784 Added 3.59%	22,600 $8.21 Million
Q3 2021 Oct 25, 2021	BUY	$338.29 - $356.57 $130,579 - $137,636	386 Added 1.8%	21,816 $7.38 Million
Q2 2021 Jul 23, 2021	BUY	$331.45 - $347.9 $976,783 - $1.03 Million	2,947 Added 15.94%	21,430 $7.39 Million
Q1 2021 Apr 22, 2021	BUY	$299.81 - $331.66 $5.54 Million - $6.13 Million	18,483 New	18,483 $6.1 Million

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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of True Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on True Wealth Advisors, LLC with notifications on news.

Account

True Wealth Advisors, LLC Spdr Dow Jones Industrial Average ETF Trust Transaction History