Waldron Private Wealth LLC Spdr Dow Jones Industrial Average ETF Trust Transaction History

Waldron Private Wealth LLC

  • $2.4 Billion
  • Q3 2024

A detailed history of Waldron Private Wealth LLC transactions in Spdr Dow Jones Industrial Average ETF Trust stock. As of the latest transaction made, Waldron Private Wealth LLC holds 877 shares of DIA stock, worth $380,784. This represents 0.02% of its overall portfolio holdings.

Number of Shares
877
Previous 877 -0.0%
Holding current value
$380,784
Previous $343,000 8.16%
% of portfolio
0.02%
Previous 0.02%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Aug 29, 2024
BUY
$324.19 - $377.03 $52,842 - $61,455
163 Added 22.83%
877 $330,000
Q4 2023

Jan 30, 2024
BUY
$324.19 - $377.03 $52,842 - $61,455
163 Added 22.83%
877 $330,000
Q2 2023

Aug 29, 2024
SELL
$327.75 - $344.77 $4,260 - $4,482
-13 Reduced 1.79%
714 $245,000
Q2 2023

Aug 07, 2023
SELL
$327.75 - $344.77 $4,260 - $4,482
-13 Reduced 1.79%
714 $245,000
Q1 2023

Aug 29, 2024
SELL
$318.5 - $343.03 $47,775 - $51,454
-150 Reduced 17.1%
727 $241,000
Q3 2022

Nov 14, 2022
SELL
$287.3 - $341.74 $574 - $683
-2 Reduced 0.27%
727 $208,000
Q2 2022

Aug 03, 2022
BUY
$298.72 - $351.53 $1,792 - $2,109
6 Added 0.83%
729 $224,000
Q4 2020

Feb 12, 2021
SELL
$265.06 - $305.79 $9,542 - $11,008
-36 Reduced 4.74%
723 $221,000
Q3 2020

Nov 13, 2020
BUY
$257.24 - $291.21 $195,245 - $221,028
759 New
759 $211,000
Q1 2020

May 05, 2020
SELL
$186.13 - $295.72 $139,597 - $221,790
-750 Closed
0 $0
Q3 2019

Nov 06, 2019
BUY
$255.08 - $273.6 $191,310 - $205,200
750 New
750 $202,000

Others Institutions Holding DIA

# of Institutions
1,333
Shares Held
34M
Call Options Held
10.4M
Put Options Held
12.1M
View Full List

About SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST

DIA Quotes by TradingView
  • Ticker DIA
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about DIA
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